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The Atlas · People · 3,969 profiles
The people behind the stack
Founders, chief executives, partners and investment leaders across the family-office provider universe. Names and roles are public; direct contacts unlock individually or with a curated database.
695 people · clear filters
Advisors
David Wilson
Managing Director, Accenture Strategy · Accenture
Platforms & CustodyDeacon Turner
Senior National Managing Director, Family Office Services · Bernstein
Platforms & CustodyDennis TAN
Managing Director · iFAST Capital Sdn Bhd
Service FirmsDevang Beria
Founding Partner · AMB Family Office Solutions LLP
Asset ManagersDevin O'Reilly
Partner · Bain Capital
Platforms & CustodyDhanmesh T.
Sr Managing Partner · 360 ONE
AdvisorsDina Powers
Partner, Wealth Advisory Services · Fairway Wealth
AdvisorsDinesh Vaswani
Managing Director · Acuitascapital
AdvisorsDivij Chopra
Founding Member | Managing Director · Neo Group
TechnologyDmitry Miller
Managing Director, General Manager for Aquata · Arcesium
Asset ManagersDominic Dodds
Managing Director, Technology · Brookfield
Service FirmsDora Clarke
Partner, Private Client and Tax (London) · Withers
AdvisorsDr. Mukesh Jindal CFA, CFP, Ph.D.
Senior Partner · Alpha Capital
Asset ManagersDrew Weatherford
Founding Partner · Weatherford Capital
Asset ManagersDustin D.
Jr. Managing Director · KCK Group - Financial Services Investments
BanksEd Manigault
South Region Managing Director, Family Office Solutions · Northern Trust Family Office Technology
Service FirmsEdmund Cohen
Partner · Lowenstein Sandler
Service FirmsEdward Mackereth
Global Managing Partner · Ogier
Service FirmsEdward S. Sarnowski
Executive Partner, Jacksonville · Holland & Knight
AdvisorsElaina Kogan
Partner, Tax Services · Mercer Advisors
Asset ManagersElena Rico
Partner Iberica · Impact Partners
Platforms & CustodyEllen Kratzer
Managing Director · Fiduciary Trust International
Service FirmsEmily Haithwaite
Partner · Ogier
BanksEmma Sterland
Managing Director, Financial Planning · NatWest Group
Service FirmsEmmanuel Boujon
Managing Director · DAPM
AdvisorsEoghan Bees
Associate Partner · Matters Graph (previously GRAPH Strategy USA)
TechnologyEric Hewitt
CIO, SS&C ALPS Advisors (partner testimonial) · TIFIN Give
Asset ManagersEric Rubinstein
Managing Partner, Energy Finance · Overlay Capital
Platforms & CustodyErick Rawlings
Managing Director · Fiduciary Trust International
Platforms & CustodyFabiana Würgler
Managing Director · motus [hub]
Asset ManagersFelix Gutierrez
Partner Germany · Impact Partners
AdvisorsFlorent Jarry
Partner · Stax
Service FirmsFrancis Parisis
Head of Business Development (MD), Luxembourg · Carne Group
Service FirmsFrank Balestreri
Consulting Partner-in-Charge · Sensiba
Service FirmsFrank Genobile
Lead Partner · Fordham Motor Dealer Services
Asset ManagersFranklin Bi
General Partner · Pantera Capital
Service FirmsFreddy Meyer
Managing Director, Switzerland · IQ-EQ
BanksFrédéric Rochat
Managing Partner · Lombard Odier Family Owned Bank
BanksFrédéric Rochat
Managing Partner · Lombard Odier
Platforms & CustodyGanesh babu
Senior Managing Partner · 360 ONE Wealth
AdvisorsGary Corderman
Managing Director · Farther
Asset ManagersGary Herbert
Partner · LeapFrog Investments
Asset ManagersGaurang Mehta, CFA
Managing Partner · Clearstone Family Office
Asset ManagersGaurav Arya
Partner · HDFC Capital Advisors Limited
TechnologyGennaro Liguori
Managing Director, Business Development · Nirvana Solutions
Asset ManagersGeorge Moss
Managing Partner · ECI Partners
TechnologyGeraldine Harris
Director, Futurvation Consulting (Caribbean Partner) · Wealthworks+
Service FirmsGerry Clancy
Partner-in-Charge, Tax · Armanino