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Whittier Trust is the largest multifamily office headquartered on the West Coast, with offices in South Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, Reno, Portland and Seattle. True to our roots as a single-family office established in 1935, we offer an extensive suite of family office and concierge services. Our wealth management advisors focus on our clients` wide range of personal, family, fiduciary and business needs, giving us a unique perspective for problem-solving, support and consultation. We take care of your family and your legacy with our personal trust services, and Whittier Trust portfolio managers provide comprehensive investment management across all asset classes. We also offer years of experience in real estate, and support all aspects of planned giving with our philanthropy services department and their deep knowledge of the nonprofit community. Ask us about how we build a team tailored to fit your specific needs and situation.
Marshall Group, The is a Minneapolis, MN-based company in the Financial Services sector.
Oppenheimer and Co. Inc. ("Oppenheimer") is a leading investment bank and full-service investment firm that provides financial services and advice to high net worth investors, individuals, businesses and institutions. For over 130 years, we have provided investors with the necessary expertise and insight to meet the challenge of achieving their financial goals. Our commitment to our clients` investment needs, our experienced and dedicated professionals, and our proud tradition empower us to deliver effective and innovative solutions to our clients. Oppenheimer is a wholly owned subsidiary of Oppenheimer Holdings Inc., an integrated financial services holdings company. Oppenheimer Holdings Inc.`s other wholly owned subsidiaries include Oppenheimer Asset Management Inc., Oppenheimer Life Agencies Ltd., and Oppenheimer Trust Company of Delaware. Oppenheimer is a registered broker-dealer and investment advisory firm. Securities are offered through Oppenheimer.
Casimir Capital is a New York, NY-based company in the Financial Services sector.
BFC Financial Corporation is a diversified holding company based in Fort Lauderdale, Florida. BFC has been in existence since the 1970s and has invested in or acquired businesses that compete in a variety of industries. We expect that BFC`s value enhancement and growth will be dependent in large measure by the degree of value enhancement and growth of its key subsidiaries and primary investments, particularly BBX Capital (formerly known as BankAtlantic Bancorp) and Bluegreen Corporation. BFC‘s objective is to create long-term value for our shareholders through profitable growth of our portfolio companies and appreciation in the value of our investments. We strive to continue achieving the maxim that defines BFC…Building Foremost Companies.