Churchill Estates LLC

Bryn Mawr Trust (BMT), founded in 1889, is a locally managed, premier financial services company providing personal, commercial and private banking; trust administration and wealth management including: investment management, estate administration, retirement planning, custody services, brokerage, and tax planning and preparation; and personal and commercial insurance and risk management solutions through its agency, BMT Insurance Advisors.

SEI Private Trust Co, based in Oaks, PA, is a leading provider of enterprise platform solutions for wealth management, offering innovative technology solutions to address complex business challenges. With a focus on operational excellence through business process outsourcing and data management, SEI helps clients improve efficiency and performance in asset management, connecting investors to achieve their financial goals and make confident decisions. With $1.4 trillion in assets under management and over 5,000 employees globally, SEI serves a diverse range of clients including RIAs, independent broker-dealer advisors, wealth and asset managers, banks, institutional investors, and families. Through their commitment to building brave futures and delivering technology and investment solutions, SEI empowers clients to power growth, make informed decisions, and protect their financial futures.Generated from the website

VWR International LLC, based in Wayne, PA, offers a comprehensive suite of private wealth management services primarily targeting high-net-worth individuals, families, and nonprofit institutions. With over 90 years of experience and a client retention rate of 99%, the firm specializes in investment management, estate planning, tax preparation, and sustainable investing tailored to meet the unique goals of its diverse clientele. The company prides itself on a personalized approach that integrates various facets of clients' wealth into cohesive, forward-thinking strategies designed to preserve and grow their legacies across generations. With over $101 billion entrusted to their care and a significant number of client relationships exceeding $50 million in assets, VWR International is committed to providing solutions that align with their clients' visions and needs. Generated from the website