PLATINUM 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.
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.
We combine sound legal counsel with a deep knowledge of our clients’ businesses to resolve their legal challenges. We care about the quality of our services, the success of our clients and the relationships that are forged through those successes.
Breadth and Depth
Our client base spans every type of business, both private and public, worldwide. We advise a diverse mix of clients, from Fortune 100 and FTSE 100 corporations to emerging companies, and from individuals to local and national governments. In the private sector, we provide the full range of legal advice required to implement practical strategies and resolve disputes. In the public sector, we counsel governments on privatization of whole industries and on establishment of regulatory systems under which new private businesses can compete. We also serve the regional needs of the countries and cities we call home.
GOLD SPONSORS
Mack International, LLC is the premier retained executive search and strategic human capital consulting firm focused on providing solutions to single family offices/family enterprises, multi-client family offices, and the full spectrum of wealth management advisory, investment management and financial services firms that serve the ultra-high net worth private wealth and family markets.
Read more...
Mack International was founded by Linda Mack in 2002 to provide superior, client-focused executive search solutions. The firm focuses first, foremost and always on its clients and sets the standard for excellence in executive search. Each member of the firm is committed to providing extraordinary service on every client engagement.
Read less...
South Dakota Trust Company LLC (SDTC) is a national boutique trust company founded by Al W. King III and Pierce H. McDowell III, and headquartered in Sioux Falls, South Dakota. Currently, SDTC has more than $135 billion in assets under administration and $82 billion under agency and currently works with…
Read more... Read less...
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.
Read more...
Read less...
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.
Read more...
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.
Read less...
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.
Read more...
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.
Read less...
SILVER SPONSORS
From many great individuals USI has become one unique industry leader. USI began in 1994 with a single office of $6.5 million of revenue and 40 associates. Today, USI is approaching $2 billion in revenue with more than 9,000 associates in approximately 200 offices across the country.
Read more...
USI has served over 500,000 clients meeting their property & casualty, employee benefit, personal risk and retirement needs nationwide. We have more than 150 years of consulting and brokerage experience through our acquired agencies, with local offices dating back in their communities as far as the late 1800s. USI combines industry leading national capabilities delivered through longstanding, passionate and committed local service teams. USI stands for Understand, Service and Innovate. At USI we work to Understand the specific needs of our clients, to provide an unparalleled local Service experience, and to Innovate with cutting edge solutions so our clients can continue to invest and grow.
Read less...
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.
Read more...
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.
Read less...
Chubb is the world’s largest publicly traded P&C insurance company and the leading commercial lines insurer in the U.S. With operations in 54 countries and territories, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients.
Read more...
Chubb is also defined by its extensive product and service offerings, broad distribution capabilities, direct-to-consumer platform partnerships, exceptional financial strength and local operations globally. The company serves multinational corporations, mid-size companies and small businesses with property and casualty insurance and risk engineering services; affluent and high net worth individuals with substantial assets to protect; individuals purchasing life, personal accident, supplemental health, homeowners, automobile and specialty personal insurance coverage; companies and affinity groups providing or offering accident and health insurance programs and life insurance to their employees or members; and insurers managing exposures with reinsurance coverage.
Read less...
The Michalzuk Group at Morgan Stanley works with a select number of enterprising families, their family offices, and foundations to simplify the complexities of multigenerational wealth. Learn more.
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.