Name | Company | City | State | Country | Professional Field | Action | |
---|---|---|---|---|---|---|---|
Erik Milam | erik.milam@trustcore.com | TrustCore | Nashville | United States | Financial Planner / CFP / CFA / ChFC / CIMA | Details | |
Mary Lou Miles | mlmiles@genuscap.com | Genus Capital Management | Vancouver | BC | Details | ||
Isabel Miranda | imiranda@pearlmanmiranda.com | Pearlman & Miranda, LLC | Bloomfield | New Jersey | United States | Attorney - Estate Planning or Tax | Details |
Shilpa Mirchandani | shilpamirchandani@gmail.com | Wells Fargo | Winter Park | Florida | United States | Legacy Planner / Consultant | Details |
Melissa Mitchell-Blitch | Melissa@MelissaMitchellBlitch.com | Eredita Consulting | Charleston | South Carolina | United States | Family Business Consultant / Coach | Details |
Aileen Miziolek | miziolek@thefbcg.com | The Family Business Consulting Group | Toronto | Ontario | Canada | Family Business Consultant / Coach | Details |
Sara Montgomery | sara.montgomery@plantemoran.com | Plante Moran | Denver | Colorado | United States | Wealth Management / Family Wealth Advisor | Details |
Jake Morrill | jake@gentogenleadership.com | Generation to Generation Leadership Coaching | Oak Ridge | TN | Family Business Consultant / Coach | Details | |
Mark Morrise | mjmorrise@gmail.com | The McCuilough Group | Salt Lake City | Utah | United States | Attorney - Estate Planning or Tax | Details |
Bethany Morsch | beth.morsch@wildstarpartners.com | WildStar Partners LLC | Victor | New York | United States | Family Office Professional / Family Office Consultant | Details |
Alison Moss | alison.moss@paulcomstockpartners.com | Paul Comstock Partners | Houston | Texas | United States | Wealth Management / Family Wealth Advisor | Details |
Ian David Moss | mossinator@gmail.com | Effective Institutions Project | Tarrytown | NY | Non-Profit Professional | Details | |
Ian David Moss | iandavidmoss@gmail.com | Effective Institutions Project | Tarrytown | NY | Non-Profit Professional | Details | |
Peter Moustakerski | pmoustakerski@familyoffice.com | Family Office Exchange | Details | ||||
Mary Mullens | Mmullens@familycapital.ca | Westerkirk Capital Inc | Victoria | British Columbia | Canada | Attorney - Other | Details |
Frank Mullins | frank@prepareyourheirs.com | Frank Mullins & Associates, LLC | New Braunfels | TX | United States | Trustee / Trust Professional / CTFA | Details |
Fred Myers | fredmyerscpa@gmail.com | Fred Myers, CPA, P.C. | Austin | Texas | United States | Accountant / CPA | Details |
Ronald Nakamoto | truewealthmentorship@gmail.com | True Wealth Mentorship | Frisco | Texas | United States | Financial Planner / CFP / CFA / ChFC / CIMA | Details |
Elizabeth Nam | elizabeth.nam@jpmorgan.com | JP Morgan Wealth Management | San Francisco | California | United States | Wealth Management / Family Wealth Advisor | Details |
Ed Nanney | ed@4sightlegalservices.com | 4Sight Legal Services, PLLC | Chattanooga | Tennessee | United States | Attorney - Estate Planning or Tax | Details |
Richard Neely | Richard@RSNeely.com | Private Trustee | Dallas | Texas | United States | Trustee / Trust Professional / CTFA | Details |
Howard Neiswender | howard.neiswender@dentons.com | Dentons Sirote PC | Birmingham | Alabama | United States | Attorney - Estate Planning or Tax | Details |
Anna Nichols | anichols@altairadvisers.com | Altair Advisers LLC | Chicago | United States | Wealth Management / Family Wealth Advisor | Details | |
Arielle Nobile | arielle@legacyconnectionsfilms.com | Legacy Connections Films | Highland Park | IL | Other | Details | |
Robin Norcross | robin@localresidentrealty.com | RMN Real Estate, Inc. | Dallas | TX | Other | Details | |
Jerry Nuerge | jerry@flourishingfamily.com | Flourishing Family | Fort Wayne | IN | United States | Financial Planner / CFP / CFA / ChFC / CIMA | Details |
Asin Nurani | Asin_nurani@hotmail.com | RBC | Calgary | Alberta | Family Business Consultant / Coach | Details | |
Bill O'Brien | whob42@yahoo.com | Pennsylvania | United States | Details | |||
Michael O'Neal | moneal@surfbvi.com | Road Town | Tortola | Virgin Islands (British) | Wealth Management / Family Wealth Advisor | Details | |
Raymond Odom | ro7@ntrs.com | Northern Trust | Chicago | Illinois | United States | Attorney- Estate Planning or Tax | Details |
Test Page (Will delete later)Jorge Diaz2021-06-28T12:23:29-04:00