Name | Company | City | State | Country | Professional Field | Action | |
---|---|---|---|---|---|---|---|
David Torre | dntorre@icloud.com | Pathstone Family Office | Winter Park | Florida | United States | Philanthropic Advisor / CAP | Details |
Jamie Traeger-Muney | jamie@wealthlegacygroup.org | Wealth Legacy Group | Tiburon | CA | United States | Relational Expert / Therapist | Details |
Shauna Trainor | shauna@ao.partners | A&O Partners LLP | Toronto | Ontario | Canada | Family Business Consultant / Coach | Details |
Stephanie Trapani | stephanie@raylign.com | RayLign LLC | Details | ||||
Joel Treisman | joel_treisman@alumni.stanford.edu | From Wealth to Wisdom | Westport | Connecticut | United States | Details | |
Daniel Trimarchi | dtrimarchi@kpmg.com.au | KPMG | Melbourne | Victoria | Australia | Family Business Consultant / Coach | Details |
Susan Turnbull | sturnbull@personallegacyadvisors.com | Personal Legacy Advisors | Manchester | Massachusetts | United States | Legacy Planner / Consultant | Details |
Jim Underwood | jim@underwoodadvisors.com | Underwood Advisors, LLC | Lilburn | Georgia | United States | Accountant / CPA | Details |
Mark Utting | mark@uttinglaw.co.nz | Thomson O'Neil & Co | New Plymouth | Taranaki | New Zealand | Attorney - Estate Planning or Tax | Details |
Vincent Valeri | VAV@VINCENTVALERI.COM | Telos Group | Hamilton | Ontario | Canada | Family Business Consultant / Coach | Details |
Greig Veeder | Greig@greigveeder.com | Greig Veeder & Ass. PLLC | Denver | Colorado | United States | Relational Expert / Therapist | Details |
Tim Volk | tim.volk@tvolkco.com | T.Volk & Company | Financial Planner / CFP / CFA / ChFC / CIMA | Details | |||
Grant Wacker | wackergk@gmail.com | Merrill Private Wealth Management | Wayzata | Minnesota | United States | Wealth Management / Family Wealth Advisor | Details |
Rick Waggoner | rick@foftexas.com | Family Office Forum of Texas | Plano | Texas | United States | Family Office Professional / Family Office Consultant | Details |
Jacob Wagner | jake@4fp.co | Digital Marketing 4FP, LLC | Portland | Oregon | United States | Other | Details |
Natalie Wagner Willis | natalie@vitalfinancials.com | VitalFinancials & Chibby Wibbitz Food Truck | Denver | Colorado | United States | Family Business Consultant / Coach | Details |
Nichole Walker | nichole.walker@cnb.com | City National Bank | San Francisco | CA | Wealth Management / Family Wealth Advisor | Details | |
Laura Waller | laura.waller@uss.salvationarmy.org | The Salvation Army - Planned Giving | Naples | Florida | United States | Planned Giving Professional | Details |
Carol Walters Walters | cwalters@waltersassocs.com | Walters Family Foundation | Milford | MI | Family Foundation | Details | |
Carol Warnick | cwarnick@hollandhart.com | Holland & Hart LLP | St. George | Utah | United States | Attorney - Estate Planning or Tax | Details |
John Warnick | johna@purposefulplanninginstitute.com | Purposeful Planning Institute | Greenwood Village | Colorado | United States | Attorney - Estate Planning or Tax | Details |
Bernadette Watowich-Stead | bernadette@positivelypeople.com | Positively People | Centennial | Colorado | United States | Family Business Consultant / Coach | Details |
Richard Watson | richard@watsonlaw.org | Watson Law Group APC | United States | Attorney - Estate Planning or Tax | Details | ||
Whitney Webb | wwebb@cressetcapital.com | Cresset Capital | San Diego | CA | Details | ||
Mark Weber | mark6weber@gmail.com | Legacy Spectrum Advisor, LLC | Omaha | Nebraska | United States | Philanthropic Advisor / CAP | Details |
Gunther Weil | guntherweil@valuementors.com | Value Mentors | Boulder | Colorado | United States | Leadership Consultant / Coach | Details |
Lewis Weil | lewis@moneypositive.com | Lewis Weil | Austin | United States | Details | ||
Jamie Weiner | jamie@questforlegitimacy.com | Quest for Legitimacy | Chicago | Illinois | United States | Other | Details |
Sonja Weissenbacher | sonja_w@edendalebusinessconsultants.com | Edendale Business Consultants | Vancouver | British Columbia | Canada | Family Business Consultant / Coach | Details |
Amanda Weitman | idylberryroad@gmail.com | Wells Fargo | San rafael | California | United States | Philanthropic Advisor / CAP | Details |
Test Page (Will delete later)Jorge Diaz2021-06-28T12:23:29-04:00