Directory Category: Family Office

Gentry, Bobby

Title(s)

Wealth Advisor

Company Name

Freestone Capital Management

Business Email

bgentry@freestonecapital.com

Business Category

Family Office, Family Succession/Exit Planning, Family/Individual Consulting, Financial, Financial Planner/investment Manager, Health Care, Insurance/Risk Management, Long Term Care, Philanthropy

Gilmore, Dale

Gilmore, Dale

Title(s)

Founder

Company Name

Quest

Business Email

info@questnow.net

Business Category

Business Broker/Mergers & Acquisitions, Business Consulting (non-financial), CFO, Estate/Estate Planning, Family Office, Family Succession/Exit Planning, Family/Individual Consulting, Legal, Succession/Exit Planning

Platt, John

Title(s)

Owner and General Manager

Company Name

Profiducia Services Inc

Business Email

john@profiducia.com

Business Category

Accounting/CPA/Bookkeeping, Business Consulting (non-financial), Elder/Family Law, Estate/Estate Planning, Family Office, Family/Individual Consulting, Financial, Legal, Marketing/Bus. Dev., Strategic/Business Planning, Trust Officer

Stiefel, David

Title(s)

Managing Partner

Company Name

Baker Tilly

Business Email

david.stiefel@bakertilly.com

Business Category

Accounting/CPA/Bookkeeping, Business Consulting (non-financial), Family Office, Family Succession/Exit Planning, Family/Individual Consulting, Financial, Governance, Succession/Exit Planning

Credentials, Professional Designations

MBA, CPA/PFS

Sponsors

Banker Bank

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