Conference Sponsors

Industry Partners

The Family Wealth Alliance

Family Office Exchange

Tiger 21

Keynote Speakers


Howard Cooper, CEO, Cooper Familiy Office
Joseph Reilly, President, Familiy Office Association
Steve Braverman, Managing Director, Pathstone Family Office
Greg Coules, Managing Director, Hunter Advisors
Fran Lotery, Principal, Relative Solutions
John Fischer, Executive Vice President, Philadelphia Financial
Katherine Lorenz,President, The Cynthia and George Mitchell Foundation
Tracy A. Mack, President, Harbor Philanthropy
John Linnartz, President, Linnartz & Associates, LLC.
Robert Bernstein, Managing Member, PRISM Global Advisors
Tavan Pechet, President, Point Advisors
Mamundi (MG) Subhas, Senior Vice President, Neuberger Berman
Tom Livergood, Chief Executive Officer, Family Wealth Alliance,LLC
Patricia M. Soldano, President, California, GenSpring Family Offices
Catherine Hooper, President, Black Umbrella LLC
Sara Hamilton, Founder and CEO, Family Office Exchange
Mark Blumenthal, Chairman, Family Office Services, Blackman Kallick
Matthew Rubin, Chief Investment Officer, Neuberger Berman
Chris Chandler, Senior Investment Partner, GenSpring Family Offices
Paul Carbone, Managing Partner, Baird Private Equity
William Messinger, President, Aureus
Gary Shunk, CEO, Family Wealth Dynamics
Linda Mack, President, Mack International
Sandy Kemper, Executive Chairman, The Collectors Fund
Tom Handler, Partner, Handler Thayer, LLP
Ward S. McNally, Managing Partner, McNally Capital, LLC
Adam Vane, Principal, Paragon Global Consulting
Jarrett Bostwick, Esq, Partner, Handler Thayer, LLP
Joel Treisman, Master Chair, Tiger 21
William R. "Russ" Colvin, Managing Director - Capital Markets Group, Anchor Loans