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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 leading private wealth advisory firm that serves family offices, high-net-worth individuals and families with decades of experience. From financial and administrative services to tax planning and compliance, we offer bespoke, advanced solutions with unparalleled service.
Baker Tilly works with each family to understand their goals and suggest forward-thinking strategies to meet and exceed them. Our tax planning and compliance services grow with our clients as their taxes become more complicated. Advanced tax services like expatriate and international taxation, gift and estate tax assessments, stock option and compensation timing and character and residency transition plans are just a few, in addition to annual income tax filings, estimated tax payments and charitable contribution strategy.
We also offer scalable family office services, including bill pay, payroll and HR as well as implementation of effective family office frameworks, governance and technology. We can serve as a fully outsourced provider or complement an existing family office infrastructure.
Beyond our core services, Baker Tilly outmaneuvers the traditional CPA firm with our “ask us anything, and we’ll deliver” outlook. We collaborate with outside advisors to not only ensure alignment but go above and beyond to address our clients’ complex needs.
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Gold |
Bridgeford Trust Company is the oldest and largest independently owned trust company chartered in South Dakota, delivering conflict-free and innovative trust and fiduciary services to domestic and international families worldwide. Consistently recognized as a top U.S. trust jurisdiction, South Dakota’s progressive modern trust laws allow the Bridgeford team to provide advanced solutions in asset protection, privacy, and tax planning. As a leader in the evolving fiduciary landscape, Bridgeford Trust Company—through its flexible, nimble, and entrepreneurial spirit—represents a new and emerging wealth management service paradigm built around true independence, collaboration, and the most powerful and progressive modern trust laws in the nation. |
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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