Member Login |
Thank You to Our 2025 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. 2025 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 |
About Us
Whittier Trust is the oldest multi-family office headquartered on the West Coast, with offices in Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, Reno, Portland, and Seattle.
True to its roots as a single-family office 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.
Visit the website to learn more about the tailored teams and specialized services that Whittier Trust provides. Follow this page for market analysis from leading industry experts, as well as insights on portfolio management, estate planning, philanthropic strategies, and more.
Silver
|
|
|
|  |
.PNG "sponsor logo")
|  |
|
|
