Thank You to Our 2023 Symposium Sponsors

Thank You to Our 2023 Symposium Sponsors

2023 Symposium Sponsors:

Thank you to our 2023 Symposium sponsors for their generosity and support; the event wouldn’t have been possible without them. Next year, look for our Educational Partner Spotlights quarterly and a dedicated webpage, highlighting our 2024 partners and their information. 

If you are interested in becoming an Educational Partner, you can learn more here or contact us here.

Bernstein Private Wealth Management

Bernstein Private Wealth Management advises ultra-high- and high-net-worth clients on planning for—and living with—the complexities that come with significant wealth. Bernstein is distinguished among major wealth managers by its expertise in navigating life’s transitions through a holistic approach. A flexible process—paired with innovative research, sophisticated modeling, and cutting-edge investment solutions—also sets Bernstein apart. Headquartered in Nashville, Bernstein is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with offices in major world markets across 26 countries and jurisdictions and nearly $700 billion in assets under management. For additional information visit, bernstein.com or contact them at https://www.bernstein.com/information/support-central/contact-us.html.

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Dentons Family Office

The Dentons Family Office (DFO) team offers clients the experience and insight of over 350 colleagues who work with prominent family office enterprises to find cutting-edge solutions to a myriad of legal and business issues. The DFO global team has gained tremendous traction in the family office community as an innovator in fulfilling the accelerated demand for such legal services.

Dentons offers integrated services to provide families with a strategic and holistic approach to family governance, risk management, security and more. They partner with clients to navigate matters in multiple jurisdictions across 6 continents taking advantage of our global, full-service capability. Depending on the client’s situation, they create a “team of teams” that includes lawyers from our comprehensive practice areas and locations to provide the needed expertise and geographic presence. DFO clients benefit from 12,00+ lawyers, professionals and staff in 160+ locations globally. Our 350+ DFO lawyers and professionals provide seamless service and guidance to families across numerous issues. From cybersecurity, real estate, corporate and investments to ESG, philanthropy, global mobility and family office governance, they bring to each situation a value-oriented philosophy and an innovative approach, viewed from the unique perspective of each client’s personal and business objectives.

Clients turn to our innovative DFO team for scenario planning, solutions, connections and deep insights into the current trends.  Our creation of the DFO group has allowed the most mobile stratum of the international community a “one-stop-shop” to service their legal and business needs in an innovative fashion, as demanded in today’s marketplace. From curated survey reports used to benchmark a family office among peers to podcasts, whitepapers and articles that help family offices navigate the tumultuous 2023 economic, business and legal landscape to cutting-edge ESG as well as diversity and inclusion initiatives, our DFO group brings new ideas to the forefront for the benefit of our clients.

For more information on how Dentons works with family offices, please visit www.dentons.com/familyoffice.

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Glenmede

Glenmede oversees $41.6 billion in assets under management* for private wealth, endowment & foundation and investment management clients. Their independent ownership, innovation and unwavering commitment to their clients have made them a trusted partner for more than 65 years. Over 400 employees strong, they have the scale and resources to provide sophisticated solutions that are delivered with a personalized approach. Learn more at https://www.glenmede.com/.

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PFK O’Connor Davies Family Office 

PKF O’Connor Davies, LLP (“PKFOD”) is one of the largest accounting, tax and advisory firms in the US (Ranked 25 of 2023’s “Top 100 Firms” in Accounting Today). Founded in 1891, PKFOD has a long history of serving UHNW families, family offices, privately held businesses, private foundations, nonprofits and the financial service firms that serve them. As a member of PKF International, the 15th largest global network of accounting and advisory firms, PKFOD has access to firms and experts located in over 400 cities globally. Learn more at http://www.pkfod.com/.

PKFOD Family Office (“PKFOD-FO”) is a division of PKFOD and a leader in the family office space. It provides a broad set of customized services and outsourced solutions to UHNW individuals, families, family offices and private foundations. Its operating model, comprehensive offering and state-of-the-art, technology-enabled platform address the complex challenges these families face to satisfy all their personal, financial and business needs. With vast expertise and credentials as well as decades of experience running family offices and working for the world’s largest accounting, tax and advisory and financial services firms, PKFOD professionals deliver the highest quality service and objective, strategic advice that is not conflicted. Learn more at https://www.pkfod.com/industries/family-office/.

The PKFOD-FO service offering includes the following:

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Family Wealth Report 

For over 20 years, ClearView Financial Media has provided premium journalist-led commentary to its global community of wealth managers, family office professionals and their advisors.

ClearView’s portfolio of publications; WealthBriefing, WealthBriefingAsia and Family Wealth Report, boast a global opt-in network of well over 60,000 private client professionals worldwide. Being the only truly global player in this market, our market-leading publications are regarded not only as a source of business-critical information, but also as providing a real voice for these dynamic industries.

Supported by its publications and research reports, ClearView offers a series of global and regional awards programmes recognising and rewarding excellence, achievement, top class performance and innovation in this industry.

ClearView offers a full range of events, including annual technology and investment summits as well as Executive Club lunches and dinners, enabling companies to engage with their peer groups, and showcase their activities. Learn more at https://clearviewpublishing.com/ and https://www.familywealthreport.com/. 

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2023 Symposium Sponsors and 2024 Educational Partners:

Stay tuned for more about them in 2024.

 

Strategic Philanthropy, Ltd.

Strategic Philanthropy, Ltd. is a global philanthropic advisory firm based in Chicago that partners with high-net-worth and ultra-high-net-worth individuals and families. They serve as both a guide and advocate for our clients’ interests, helping them navigate complex challenges and derive significant impact from their philanthropic investments. Learn more at https://stratphilanthropy.com/.

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Andersen

Andersen provides a wide range of tax, valuation, financial advisory and related consulting services to individual and commercial clients. Learn more at https://andersen.com/.

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© The UHNW Institute 2024

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Mission:
  • Provide an intellectual framework, understanding and organization of family wealth management content
  • Educate advisors and family offices on how best to support evolving UHNW families
  • Provide thought leadership, insights and resources to advisors and family offices
  • Promote best practices, provide professional development and support sustainable, positive change within our industry
  • Foster an equitable, collaborative and safe learning environment within the wealth management industry