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Global Tax Management (GTM) is the largest firm in the Mid-Atlantic region that focuses exclusively on delivering corporate tax services to mid-size and large multinational, public, and Fortune 500 companies. For more than 20 years, GTM has provided the expertise to build, operate, and manage tax department functions for its clients. Core services include tax provision, compliance, international tax, transfer pricing, indirect tax, technology automation, and tax planning and optimization services. GTM is distinguished as a best workplace, healthiest employer, and top accounting firm in the region. Headquartered in Wayne, PA, GTM is a 100% employee-owned company (ESOP) with regional offices in Woodbridge, NJ, Pittsburgh, PA, Harrisburg, PA, Tysons Corner, VA, and Wilmington, DE. GTM is a U.S. partner in the WTS Global international tax network.
LEAF Financial Corporation is one of the leading companies in Financial Services industry. LEAF Financial Corporation is based in Philadelphia, PA. You can find more information on LEAF Financial Corporation at www.leaf-financial.com
The Tampa Bay Trust Company is a division of the Sanibel Captiva Trust Company. We are a state-chartered independent trust company regulated by the Florida Office of Financial Institutions. We provide wealth management services including investment management, trust administration, and financial counseling to individuals, families, businesses, non-profit organizations and endowment funds. The Tampa Bay Trust Company wealth management services are absolute-return oriented, performance-driven, and adhere to a strict philosophy and investment process. Clients` portfolios are separately managed and individually tailored to each client`s total return and cash flow requirements. Our investment management services comply with Florida`s Prudent Investor Rule (Florida Statues, chapter 518.11). We are audited by the Florida Office of Financial Institutions. In addition, we are audited by two independent accounting firms each year. We also have a Board Audit Committee, consisting of outside Directors, responsible for reviewing our internal control policies. We maintain a financial insurance bond and trust errors and omissions liability insurance policy.
California Casualty is one of the leading providers in Financial Services. It is based in Cape Girardeau, MO. To find more information about California Casualty, please visit www.calcas.com
At Greenleaf Trust, building and sustaining your wealth is not a sideline—it is our sole purpose. We are exclusively dedicated to providing a superior level of personalized service to high net worth individuals, companies, foundations and endowments.