Founded in 2002,* we have been providing specialised services to international families for over 15 years. Our primary focus is providing best in class support to international families and family offices. Initially founded in the United States, our firm has developed from a regional player to an international organization with professionals in the US, Europe, and Asia. Our broad practice areas include US tax compliance, international tax, family office services, and consulting services. In 2016 we moved our primary office to Singapore, yet continue to maintain and nurture our US roots. Our broad range of practice areas allows us to add value at all stages of the wealth development and preservation cycle. US Tax ServicesWith our foundation in the United States and extensive experience in cross-border and international US tax compliance and planning, we are an industry leader in the support of US families residing and investing internationally. Family Office ServicesUnderstanding the unique demands of international family offices we provide a comprehensive suite of solutions to address the full life cycle of family governance from tax planning and compliance to multi-generational planning and family office administration. Consulting ServicesOur consulting services are generally "open architecture"​ and are based upon the needs of our clients and our ability to add value. These services are usually designed to leverage our extensive experience in investment banking, due diligence, real estate and private equity investing. Immigration Services*Interest in immigration and citizenship by investment has grown dramatically over the last 10 years. To address this demand, we have tailored our immigration services to not only support the selection of an immigration program but also when making the investment.*CPS Family Office and/or its affiliates are not a registered law firm in any jurisdiction and do not provide legal services.

Builders and contractors have unique needs. The HomeBuilders SIF understands this, which is in part why we were formed in the first place. Created over 35 years ago, the SIF began in response to the turmoil of the Louisiana workers’ comp market. Insurance carriers were exiting Louisiana and builders were faced with rising insurance costs, poor service and mounting problems. The answer was the HomeBuilders SIF - a workers' compensation program built specifically for the construction industry.

•Prepared, processed, and tracked all aspects of new business applications, underwriting documentation, policy delivery requirements; and resolved in force policy servicing issues for life insurance, long-term care, investment accounts, Retirement accounts, and group disability plans. • Created, submitted and monitored all communications with the public for federal, state and company regulatory compliance. •Maintained compliance related logs, reports, literature, applications, forms, prospectuses, staff licensing, Outside Business Activities, and professional membership files •Managed all aspects of payroll and HR related items such as personnel records, new hire reporting and training, and conducting performance evaluations for all staff •Managed a team of 4

Stone Insurance is a fourth generation family owned insurance agency that has been servicing the South Louisiana community since 1919. From its beginning, Stone Insurance, Inc. has been guided by sound business principles which have helped us grown into one of the largest independent agencies in the area. Stone Insurance can provide coverage for both business and personal insurance to clients locally, domestic or international.

Formed in 1984, the agency has years of experience making strong customer and community ties. The Harry Kelleher & Company team consists of an accounting department with an office manager, personal lines and commercial lines manager, five sales staff members with the help of eight customer service representatives and four processors. We also have in-house claim representative to help expedite your claim process with the insurance companies. All producers and customer service representatives are licensed in Louisiana, with two staff members holding the CPCU (Chartered Property Casualty & Underwriter) designation, three staff members holding the CIC (Certified Insurance Counselor) designation and two staff members holding the CISR (Certified Insurance Service Representative) designation. We can offer you a choice of insurance as your needs change, with a full range of products – home, renters, auto, business, executive liability (crime, employment practices liability, fiduciary liability, directors and officers liability, etc.) and cyber liability. We will assist you when you have a claim and offer other areas of service as appropriate to your operations: loss control services, premium financing and assistance with the audit process. The agency is headquartered on Salmen Street near South Clearview Parkway in Harahan, with easy access to the Central Business District, and West Bank by the Crescent City Connection, Huey P. Long Bridge or Earhart Expressway. For directions to our office, please call 504-828-0400 or you can print out a map by going to www.mapquest.com.

“At Gray Surety, we write contractors, not bonds.” For agents representing small-mid market contractors who are looking for a relationship with their bonding company, Gray Surety provides underwriting expertise and timely, consistent service. We are committed to partnering with professional bond agents, and adhering to underwriting techniques that protect their revenue streams as well as our own.

Financial Assurance is built on a foundation of unsurpassed expertise and personal service. As a local, independent insurance agency, we understand the risks faced by families and businesses in the region, making us best suited to meet all of your insurance and risk management needs. We know what products are available from a large number of top insurance companies, so we can find you the best policy for the best price. We do all the research and handle everything, so you don’t have to. Financial Assurance has been proudly serving personal and business insurance clients in southeastern Louisiana since 1955. While we were previously known as Leaman & Reynolds and as Oxford Insurance Agency, the Fruchtnicht family has always maintained agency ownership. We assisted our clients after Hurricane Betsy in 1955, and again after Hurricane Andrew in 1992. As Hurricane Katrina brought unprecedented destruction to our region—including our own Metairie offices—we made it through and continue to be a trusted advisor to our clients throughout Louisiana. We continue to offer the same quality service and expertise today as we have since 1955. Our independent agents know first-hand the risks Louisiana residents face, as well as the bountiful rewards of living in our great state. We wouldn’t want to be anywhere else, and we believe most of our clients would say the same. For that reason, we are committed to providing our clients with insurance solutions that fit their needs, along with superior service and knowledge. We work hard to make our customers happy. We promise to respond to every inquiry or claim report with speed and accuracy. Financial Assurance is committed to using the latest technology to help us keep this promise. From our office in Metairie, we service clients in New Orleans, Baton Rouge, Hammond, St. Tammany and throughout Southeast Louisiana.

Delta Title Corporation is committed to servicing the real estate transaction needs of Louisiana and Mississippi. Since its founding in 1963, Delta Title has provided thousands of clients the comfort knowing that their transaction will be handled professionally. We respect that your closing is one of a kind---it's yours. In 1995, Delta Title was acquired by Gray & Company, Inc., the parent company of The Gray Insurance Company, a multi-state property and casualty insurance underwriter. Delta Title Corporation subsequently effected a merger of operations with Advocate Title, a Metairie-based title agency founded in 1978 by Wallace H. Paletou. Delta Title is fully licensed as a title insurance agent by the State of Louisiana Department of Insurance and is an approved agent for the largest title insurance underwriters in the United States.

BCMG (Brown Claims Management Group & Brown Catastrophe Management Group, LLC), through its affiliated companies has been a provider of independent claims adjusting, property damage appraisal, claims administration, and catastrophe claims management services since 1967. Our corporate office is located in Baton Rouge, Louisiana, with a regional office outside of Richmond, Virginia. Our services are offered on a nationwide basis, but with special emphasis on the southeastern portion of the United States.

Insurance & Financial Services, Inc. is a Nationwide Independent Insurance Agency representing many different insurance companies for your insurance needs. We are a full service Trusted Choice Independent Agency. We are dedicated to your customers! Our mission is to build partnerships with individuals and businesses through a team effort that embraces service, integrity, product knowledge and client needs. Insurance & Financial Services, Inc. is a professional organization dedicated to providing individuals and businesses with a knowledgeable, enthusiastic and innovative staff with the focus of developing appropriate insurance solutions for various risk. To provide a positive atmosphere for our employees that will allow them to be able to expand their knowledge to effectively deal with complex risk problems presented by our clients. To develop a spirit of cooperation between staff, clients and companies that fosters appreciation and respect for the highest level of service. We are committed to our staff and clients. Our success can only be obtained through the success of our clients. We are interested in establishing and preserving longstanding, mutually advantageous relationships.

IUL is an independent insurance agency offering a comprehensive suite of insurance solutions to assist in the protection of your business and your life from the unexpected. The IUL portfolio offers Business Insurance, Personal Insurance and Employee Benefits products along with Risk Management, Surety Bonds, Errors and Omissions Liability Insurance and Workers’ Compensation Insurance, as well. We don’t just sell insurance. IUL works closely with clients to help them make important and informed decisions every day when it comes to protection and their future. Because we’re independent, our priority is you – not the insurance company. We represent many different insurance companies which offer a wide variety of coverage options and price points. Our goal is to deliver the right blend of price, coverage and service. The IUL Risk Management Division allows us to handle anything from the basic transactional insurance accounts to the complex risk conscious accounts with our proprietary consultative and diagnostic process, Risk Aware 365™.