Malkin & Ross Competitors

True North Advisors is a privately owned wealth advisory and multi-family office headquartered in Dallas. We serve business owners, private investors, and families with significant wealth who require more than investment management. They require a trusted strategic partner. Personal by Design. Institutional by Capability. Our role is to integrate every dimension of a family’s financial world, including wealth planning, portfolio construction, private investments, business exit strategy, and legacy design, into one aligned strategy. We earn trust through disciplined execution, deliver deeply personalized counsel shaped around each family’s values and vision, and stay one step ahead by anticipating complexity before it becomes reactive. Founded in 2000, True North operates with a long-term orientation and a generational mindset. Our mission, Fulfilling Lives™, reflects our commitment to helping families use wealth intentionally, by preserving opportunity, strengthening purpose, and building legacies that endure. The most important asset we manage is trust.

Pinnacle Advisory Group is a private wealth management firm, founded in 1993 and headquartered in Columbia, Maryland, with additional offices in Naples and Miami, Florida. We work with more than 1100 families and manage over $1.8 billion in assets for clients in the mid-Atlantic region, Florida and around the world. We serve as your family’s personal Chief Financial Officer, and ensure your overall financial goals are met in a responsible way, through the combination of comprehensive financial planning and active portfolio management. Our team has a single mission: to help you live the life you’ve worked so hard to enjoy. When we take on new clients, they become part of our extended family, and in the past two decades, we’ve developed multi-generational relationships with many of them. Those we work with include successful professionals, corporate executives, business owners, entrepreneurs, and individuals and families with substantial and complex assets. Our clients’ investable assets typically exceed $1.5 million, but our present minimum for new clients is $500,000. We are strictly fee based and receive no commissions.

Infinity Financial Solutions is a leading provider of financial services in Asia. Our mission is to help make people's lives better through good financial planning. We are dedicated to providing individually tailored solutions to our personal and corporate clients. When it comes to financial planning, we recognise that everyone has different goals and aspirations. This is why we have made it our core philosophy to focus on each individual client to find the solution that best meets their objectives. One of our biggest strengths is our independence, which enables us to provide impartial, unbiased advice. We provide a wide range of services to both individual and corporate clients. For individuals, Infinity offers advice to protect, build and maximise our clients' wealth. We help with investments, pensions, savings, trusts, offshore banking and insurance. Our corporate division helps companies with a range of issues, such as establishing employee benefits including group pension schemes and employee medical cover. We also assist with offshore company formation, corporate insurance and risk management.