The Alliance Report ™
Alliance Research
2012 Multifamily Office Study Participant List

Abbot Downing, a Wells Fargo Business
Acacia Wealth Advisors, LLC
Arlington Family Offices
Ascent Private Capital Management of U.S. Bank
Aspiriant
Athena Capital Advisors LLC
Atlantic Trust
Ballentine Partners, LLC
BBR Partners
Bessemer Trust
BNR Partners
Delegate Advisors, LLC
Envoi, LLC
Federal Street Advisors
Filament LLC
Financial Controllers, Inc
GenSpring Family Offices
Glenmede
Greenway Family Office
Halbert Hargrove
Harris myCFO
Hawthorn, PNC Family Wealth
Hillview Capital Advisors, LLC
Legacy Trust Family Wealth Office
Lowenhaupt Global Advisors, LLC
Manchester Capital Management LLC
Matter Family Office
Meristem, LLP
Mirador Family Wealth Advisors
Ohana Advisors LLC
Optivest, Inc.
Pathstone Family Office, LLC
Pepper International, LLC
Pitcairn
Plante Moran Financial Advisors
Rockefeller & Co.
Rothstein Kass Family Office Group
Savant Capital Management
Signature
Silver Bridge Advisors, LLC
Silvercrest Asset Management LLC
Threshold Group LLC
Tolleson Wealth Management
Truepoint Inc.
U.S. Trust Family Office
Vogel Consulting
Waldron Wealth Management
Waypoint Advisors
Whittier Trust Company
WMS Partners
Yolles, Toal & Post – Diversified Portfolios, Inc.


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