Jean Louis Pierre Brunel

Fiduciary Counselling, Inc. (FCI) is a SEC-registered investment advisor headquartered in St. Paul, Minnesota. The firm was founded in 1941 and is a subsidiary of Cassiopeia Holdings Co., owned by Ties That Bind Special Purpose Trust. FCI provides discretionary and non-discretionary investment services to individuals, trusts, charitable organizations, corporations and other business entities, a registered investment adviser and a registered investment company. FCI generally performs services exclusively for descendants and family members of a single family and their related entities.

GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles.

Arlington Partners LLC is a SEC-registered investment advisor and multi-family office headquartered in Birmingham, Alabama. The firm was founded by Kenneth Polk in 1998 and is owned by Arlington Holdings LLC. Arlington Partners offers family office services to multigenerational families of significant net worth.

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.