Parkside Financial Bank & Trust

Summit Financial Group (NYSE: SMMF) provides a range of general banking services to customers. It offers personal lines of credit, a variety of loans and accounts, trust services, certificates of deposit, and other products and services. The company was founded in 1987 and is based in Moorefield, West Virginia.

First American Trust operates as an investment manager. Its banking division provides commercial deposit services tailored to the real estate and title industries in a highly efficient and automated manner. Its wealth management division provides personalized investment advice, fiduciary trust services, and wealth planning. It offers its services to individuals, families, and organizations. It was founded in 1889 and is based in Santa Ana, California. It operates as a subsidiary of First American Financial Corporation.

Family Office Association (FOA), founded in 2008, is a global, highly selective membership and digital events organization dedicated to the multigenerational success of families, the thriving and intergenerational understanding of family members of all generations, and to the family offices that work with pride and distinction in supporting all five capitals (financial, human, intellectual, social, and spiritual) of the families they serve. It is based in Greenwich, Connecticut.

Rockefeller Capital Management is an independent financial services firm that focuses on wealth management, asset management, and strategic advisory. It offers strategic advisory, family office services, active equity and fixed-income strategies, and more. It was founded in 1982 and is based in New York, New York.

Safra National Bank of New York is an international provider of private banking and related financial services to high-net-worth individuals. The company was founded in 1982 and is based in New York, New York.

Fieldpoint Private Bank & Trust offers clients access to a combination of customized private banking, responsive business banking, boutique investment management, trust solutions, and personalized family office services. It was founded in 2008 and is based in Greenwich, Connecticut.