For more than two centuries, BNY Mellon Wealth Management has helped families build, manage and preserve their wealth. Our specialized teams have the tools, knowledge and experience to develop comprehensive solutions for our business owner clients that address each client’s personal financial objectives and family dynamics, as well as issues specific to his or her business. For business owners considering a family office, our dedicated Family Office team brings more than 50 years of experience providing solutions and strategic insights to help family offices grow and preserve wealth across generations. For more information, visit www.bnymellonwealth.com or follow us on Twitter @BNYMellonWealth.
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.
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.
MPI has over 80 years of experience preparing Business Valuations for estate and gift tax planning and estate tax administration matters. MPI’s work product is used as the foundation for succession planning strategies implemented by advisors for numerous types of businesses and assets. MPI has decades of experience presenting and defending its work product to IRS agents and engineers at the initial audit and appellate levels. Our valuation conclusions have withstood scrutiny under audit and been accepted as filed at a high rate, which has the effect of helping clients avoid the perils and costs of tax court or ongoing tax disputes with the IRS.
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
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.
Come to Aspiriant if you want true customization and personalization, drawing on an immense range of services. The specific blend is dictated 100-percent by you.
Every situation is different. You may be coming to us in the midst of a dramatic life change — an IPO, a major career move, a divorce, retirement. You may simply feel the impulse to get greater clarity, establish control and define the trajectory of your financial life. Either way, our two major service areas will supply you with supreme levels of support.
Aspiriant Total Wealth Management
When you join forces with Aspiriant, immediately you start to experience the profound lift of what we call Total Wealth Management. You benefit from some of the most meticulous, liberating financial planning you can find. An investment strategy crafted by a team of investment heavyweights. And an invigorating level of detailed, day-to-day implementation.
For every individual, the answer is personal and unique. From our roots as a family office in 1935, Whittier Trust has been helping highly affluent individuals and families accomplish what’s important to them by providing expert guidance, superior investment performance, and exceptionally tailored service.
As the largest independent firm of its kind in the Western United States, we provide unrivaled investment and wealth management, including fiduciary and philanthropic services, all within the highly personalized structure of a family office. At Whittier Trust, our focus is on consistently protecting and growing wealth – one client at a time, from one generation to the next.
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.
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.