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Thank You to Our 2026 Sponsors |
Why Our Sponsors MatterOur sponsors play an essential role in helping us achieve our mission. Their generosity, innovation, and commitment empower us to provide the programs, resources, and opportunities that make a difference. Our sponsors are more than financial contributors—they are partners in progress. Our sponsors help us:
We’re proud to collaborate with organizations that share our vision for growth and excellence. | Join Our Sponsor CommunityInterested in becoming a sponsor? Partnering with us is a unique opportunity to connect with a dynamic, engaged community and showcase your dedication to trust and estate planning. Together, we can create lasting impact. 2026 Sponsorship Prospectus |
Platinum
About Us Baker Tilly is a top ten advisory tax and assurance firm dedicated to customized business solutions that generate and sustain growth. We know that high-net-worth families and individuals are faced with new issues and decisions to make every day. Through our experience serving hundreds of family offices, high-net-worth individuals and families, we regularly assist clients through their own once-in-a-lifetime events. From financial and administrative services to tax planning and compliance, Baker Tilly offers bespoke, advanced private wealth services with unparalleled service.
Our team has an impressive depth of specialists who coordinate estate plans that meet the specific objectives of each person, each family and each specific situation. Working together in close collaboration, our estate planning team offers a unique combination of expertise that helps our clients enhance and protect their legacies.
For us, “now, for tomorrow” is more than a tagline. It is our promise to guide our clients through the ever-changing business world, blending free-flowing knowledge with the power of personal relationships to help our clients win now and anticipate tomorrow. |
Gold |
Over the past 25 years, Bridgeford Trust Company evolved from one of South Dakota’s first private trust companies into a public and modern trust company serving the global ultra-high net worth and family office space. Now the oldest and largest independently owned South Dakota chartered trust company, we leverage over 140 years of combined legal, accounting, and trust administrative experience executed through our talented and growing staff of fiduciary professionals, comprised primarily of JDs, CPAs, CFAs, and CTFAs, from offices in Pierre and Sioux Falls, South Dakota. |
Whittier Trust is the oldest multi-family office headquartered on the West Coast. Established in 1935, Whittier Trust provides an extensive suite of family office and concierge services. Wealth management advisors address a wide range of personal, family, fiduciary, and business needs, offering a unique perspective for problem-solving, support, and consultation. Families and legacies are cared for through personal trust services, while portfolio managers deliver comprehensive investment management across all asset classes. Years of experience in real estate are complemented by philanthropic support, with the philanthropy services department offering expertise in planned giving and deep knowledge of the nonprofit community. |
Silver |
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