1712’s mission is to help family office professionals and the advisors that serve them, solve complex problems and accelerate initiatives to achieve a better client experience.

Waldron is a boutique wealth management firm that advises a select group of entrepreneurs/business owners, multi-generational wealthy families, wealth accumulators and family offices. They provide their clients a full suite of family office services including wealth planning, investment management, family governance, philanthropic planning, personal CFO solutions and more.

As a nonprofit think tank and learning exchange, The UHNW Institute is elevating the wealth management industry to a new standard so that families and their advisors can foster prosperous and meaningful relationships from one generation to the next.