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Ecosystem · 16 directions · 19.10.2026

An ecosystem has already formed around family capital

620 companies gathered from open sources: law and decisions, capital and assets, mobility and protection, people and household. We have drawn them into one map — and into a register where every card cites its source.

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Holdings Disputes and arbitration Trusts and wills Tax residency CFC reporting Declarations Administration Private funds Company secretary Family council Mediation Educating successors Portfolios and mandates Private funds Venture Custody Lending against assets Currency accounts Business valuation Art Real estate Charitable funds Endowments Family programmes Residence permits Citizenship Moving the family Cyber security Physical security Data protection Family therapy Expat adjustment Business psychology Choosing a school Special needs Children after a move Medical navigation Home care Elder care Personal accounting Bill payments Household staff Wealth data Documents and access Monitoring Asset reporting Co-ordination Capital strategy A family with capital 99 Legal advisers Legal advisers 66 Tax and residency Tax and residency 1 Trusts and funds Trusts and funds 41 Governance and successors Governance and successors 125 Investment and funds Investment and funds 45 Private banking Private banking 37 Asset valuation Asset valuation 6 Philanthropy and funds Philanthropy and funds 50 Relocation and permits Relocation and permits 17 Security and data Security and data 34 Psychology and coaching Psychology and coaching 4 Education for children Education for children 16 Health and care Health and care 13 Family operations Family operations 9 Family technology Family technology 57 Multi-family office Multi-family office
direction — diameter by number of companies the direction has unpublished records lines — a service within a direction; pale chords — links through a multi-family office

Who is in the ecosystem

620 published cards · 9 withheld

Ring I · law and decisions 99 Legal advisers Aequo · GOLAW · Asters and 96 more Ring I · law and decisions 66 Tax advisers and residency Nexus · Carey · FERRERE and 63 more Ring I · law and decisions 1 Trusts, funds and corporate administrators Primus Wealth (Primus Wealth S.A.) Ring I · law and decisions 41 Governance, mediation, educating successors CFAR · Agreus · FABRIC and 38 more +1 withheld Ring II · capital and assets 125 Investment advisers and asset management SMRK · HUG’S · ICLUB and 122 more Ring II · capital and assets 45 Private banking and custodians Revolut · Julius Baer · Lombard Odier and 42 more Ring II · capital and assets 37 Valuation and special assets Casacol · MexHome · EXPANDIA and 34 more Ring II · capital and assets 6 Philanthropy and charitable structures Foundation Source · Philanthropy Advisors · WISE Philanthropy Advisors and 3 more +3 withheld Ring III · mobility and protection 50 Relocation, residence permits, citizenship Emerhub · LuxRelo · Expat.cl and 47 more Ring III · mobility and protection 17 Security and data protection ISSP · Kroll · BlackCloak and 14 more Ring IV · people and household 34 Psychology, psychotherapy, coaching PSYC · Expat Nest · Юрій Ващенко and 31 more Ring IV · people and household 4 Education and child development Gabbitas · TCK Training · Bennett International Education Consultancy and 1 more Ring IV · people and household 16 Health and care Qida · Emoha · Cuideo and 13 more Ring IV · people and household 13 Family operations and household staff Heinfield · Morgan & Mallet · W&A / WyA Consultores and 10 more Ring IV · people and household 9 Technology for families Asora · Daysium · Masttro and 6 more Orchestration layer 57 Multi-family offices TURIM · IQ-EQ · ZEDRA and 54 more

Entering the ecosystem

The register is a door, not a catalogue

The map shows who already works with family capital. The register shows how to reach them: a description of the practice, a link to the source, the date it was checked. We do not ask about the size of your capital and we do not pass your details to the companies.

Sign up

  1. Sign-up An email address is enough. No calls, no questionnaires.
  2. Sign-in link We send a link to your email — no password needed.
  3. 620 cards The full register, filtered by direction, with source links and check dates.

The ecosystem speaks in one voice

5 of 620

companies have added to their own card: what the company says about itself now sits beside the UMFO research.

Where the data comes from 606 separate public sources — rankings, registers, company websites. Every card cites its source and shows the date it was checked.

For companies

Your place in the ecosystem

Claim your card, add a description of your practice and a partner contact. No listing fee and no ranking.

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A further 9 records are deliberately unpublished — mostly closed owner structures and ecosystem bodies that do not work as contractors for outside families.