DIAMOND PLUS SPONSOR

EY Family Enterprise
EY professionals are passionate about the important purpose, role and value business-owning families bring to the economy and society. Our team understands the distinct pressure you face as well as the economic and industry forces that could disrupt your business in the future. Our experience and specialized services support business-owning families to bypass disruption, achieve long-term business growth and successful generational transition. We use proprietary tools and methodologies focused on four key strategies that contribute to the future success of family enterprises: generational transition, company capital agenda, shareholder liquidity and business growth.

Our Americas Family Enterprise Center of Excellence serves as a knowledge-sharing and education hub for our network of Family Enterprise professionals who serve family enterprises, both family operating companies and family offices. The Center is dedicated to equipping our professionals with the training and skills to be a trusted advisor and valued member of your “family” now and for future generations.

Family Enterprise Business Services | EY – US

DIAMOND SPONSOR

About Bank OZK
Bank OZK (Nasdaq: OZK) is a regional bank providing innovative financial solutions delivered by expert bankers with a relentless pursuit of excellence. Established in 1903, Bank OZK conducts banking operations in over 260 offices in nine states including Arkansas, Georgia, Florida, North Carolina, Texas, Tennessee, New York, California and Mississippi and had $41.6 billion in total assets as of September 30, 2025. For more information, visit ozk.com.

PLATINUM SPONSORS

Brownstein Hyatt Farber Schreck is a unique law firm. Walk into any of our offices and you’ll immediately recognize a different type of energy. Complacency doesn’t have a place here. Flexibility and inspiration do.

Our culture and enthusiasm allow our attorneys, policy consultants and legal staff to stay ahead of our clients’ needs and provide them with the resources they require to meet their business objectives.

GOLD SPONSORS

Ahola Payroll & HR Solutions, established in 1967, is a third-generation, family-owned leader in payroll and human capital management solutions, serving more than 10,000 businesses nationwide. Backed by 58 years of experience and powered by isolved, the industry’s premier HCM platform, Ahola delivers technology and service designed to help family and privately held businesses thrive.

Processing over 60,000 payrolls annually and transmitting more than $4 billion in ACH funds, Ahola combines best-in-class technology with personalized, relationship-based service. With deep roots in family enterprise and a commitment to helping others sustain theirs, Ahola remains dedicated to empowering organizations to grow, adapt, and succeed across generations.

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Brown & Streza LLP is a law firm providing exceptional, integrated legal services in the areas of tax, estate, business, and charitable planning, mergers and acquisitions, business succession planning, trust and estate administration, and real estate.

We serve families, businesses, entrepreneurs, investors, philanthropists, and charitable organizations. We provide caring service, deep expertise, innovative solutions, and a stable, professional, and well-respected staff while embracing and communicating that life is more than wealth.

We serve the individual needs of our clients, staff, and professional advisors by investing in technology, education, and long-term relationships based upon loyalty and integrity.

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Dating back to 1851, the America’s Cup is the oldest continuous competition in sport. The 1983 race marked the first time that the challenger had won the Cup since the contest began. The challenger’s key to victory was the development of a “winged keel.” This structural development increased the challenging yacht’s stability, enabling it to move more smoothly and quickly through the water.

Sophisticated observers were able to “look beneath the surface” to recognize the value of this innovation.

At Winged Keel Group, we believe that what’s beneath the surface matters. Continuously investing resources in developing the infrastructure required to deliver the highest quality services, we invite clients and their professional advisors to look beneath the surface. We believe that the deeper they look, the more confident they will be in our firm’s ability to meet their highest expectations.

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Pathstone is an independently operated partner-owned advisory firm, offering families, family offices and select nonprofit institutions comprehensive family office services and customized investment advice. Pathstone’s objective is to help clients create, manage and preserve wealth across generations.

Pathstone integrates smart innovative programs with its traditional family office services to provide solutions that withstand the test of time.

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Whittier Trust’s mission is to build and sustain an accomplished, successful, and talented organization that is expert in guiding families through multiple generations–protecting and enriching a family’s legacy through diligence and integrity while educating the family’s future generations about their stewardship and the opportunities it encompasses.

We have refined our singular focus on the business of wealth management since 1935. Today as a trust management company, Whittier Trust offers a breadth of financial services and expertise supported by an exceptional commitment to personal service reflecting our family office roots. We collaborate closely with our clients and their advisors to tailor investment strategies that meet their unique needs, goals, and values—in other words, we focus on what your wealth means to you.

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Life’s grandest visions require thoughtful plans. At Quackenbush Panetti Wealth Partners, we’re focused on meeting the dynamic needs of each client, adapting to how those needs unfold over every stage of wealth. Our team is able to provide solutions to your unique challenges, while providing an elevated level of service.

CFAR is proud to deliver our management consulting services to clients, with a commitment to unleashing potential and maximizing impact. We have, for more than three decades, provided guidance and expertise to tackle the thorniest issues—ones often rooted in a misalignment between important organizational goals and individual beliefs about what it will take to achieve them.

We come to our work as curious problem-solvers. Our heritage as the Wharton School’s only multi-disciplinary, applied research center lives on in our continued dedication to advising leaders on complex organizational issues where both people and performance matter.

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SILVER SPONSORS

Buchanan Street Partners, founded in 1999, is a real estate investment management firm headquartered in Newport Beach, California. The firm, a SEC registered investment advisor since 2002, manages commingled investment funds, institutional separate accounts and high net worth investment vehicles.

Since its inception, Buchanan Street Partners has invested in over $8 billion of real estate debt and equity investments. The firm’s investment team has invested through multiple real estate cycles, providing them with the experience to identify risk-adjusted opportunities while prioritizing principal preservation. Buchanan believes this expertise, coupled with the firm’s extensive industry reach, provides quality investment opportunities for its diverse investor client base.

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Interested in being an FEUSA sponsor?

As always, we are happy to have a call to talk about our work in more detail, give more information on the various levels of sponsorship, and the benefits your company will receive.

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