Conference Sponsors

Industry Partners

The Family Wealth Alliance

Family Office Exchange

Tiger 21

Family Office Sponsors

For Sponsorship opportunities, please contact Sarene Yablonsky at 646-895-7474, or Syablonsky@iirusa.com.


    • BNP Paribas

      BNP Paribas is one of the top ten largest banks in the world with assets of $1.2 trillion and 110,000 employees in 85 countries. BNP Paribas' leadership continues to be recognized by the industry, with the Bank being named "Best Equity Derivatives House of the Year" in 2004 by Risk and "Equity Derivatives House of the Year – Asia Pacific" in 2005 by The Banker.

      A pioneer and leader in equity derivatives, BNP Paribas engineers many of the most sophisticated equity and fund derivatives structured products in the market today. BNP Paribas is an established leader in the alternative investments arena, a position strengthened by the purchase of select assets of Zurich Capital Markets. The Bank also has capabilities in stock lending, clearing & custody, risk management and capital introduction. BNP Paribas also offers comprehensive flow products which address financing, indexing, leveraging, hedging and market access needs for our clients.
      http://www.bnpparibas.com

    • Chubb Personal Insurance

      For more than 125 years, innovation, quality protection and unparalleled service have been the hallmarks of Chubb. Discriminating individuals, families and their advisors choose Chubb Personal Insurance not only because Chubb offers higher limits and broader coverages than standard insurers but also because of Chubb’s exceptional claims service and financial strength. (NYSE: CB, www.chubb.com/personal).
      http://www.chubb.com/personal

    • Envestnet

      Envestnet Asset Management Founded in 1999, Envestnet is a leading provider of wealth management solutions for investment advisors, financial institutions, and family offices. The Company today administers over $75 billion in assets, including $8 billion managed by Portfolio Management Consultants (“PMC”), Envestnet’s investment research arm. Clients include leading global custodians, banks, national brokerages, RIAs, and some of the nation’s wealthiest families. Envestnet’s innovative platform is supported by extensive resources in six offices worldwide.
      http://www.envestnet.com

    • Harris myCFO™

      Harris myCFO simplifies the complex issues facing individuals and families of exceptional wealth by delivering the guidance and services of a Comprehensive Family Office. Our integrated approach to serving clients combines the expertise of professionals from multiple disciplines and views all aspects of wealth holistically to advise how these interdependent opportunities can be best utilized for each family’s special situation.
      http://www.harrismycfo.com

    • HUB International

      HUB International Personal Insurance Private Client Advisors, is a dedicated practice that offers the largest and most sophisticated personal insurance practices in North America. The Private Client Advisors group offers highly trained, experienced professionals who provide clients with expert guidance and creative, comprehensive and cost-effective personal risk-management programs for family office managers, affluent families, high net-worth individuals and their trusted advisors.
      http://www.hubinternational.com

    • Katten Muchin Rosenman LLP

      Katten Muchin Rosenman LLP’s Trusts and Estates Practice provides creative and comprehensive representation in all areas of private client services, including personal and tax-driven estate planning for domestic and international clients, business succession and charitable planning, estate and business planning through captive insurance programs, probate, complex estate and trust administration, estate and trust litigation and charitable organization representation.
      http://www.kattenlaw.com

    • RyHolland Fielder Inc.

      RyHolland Fielder Inc. is the culmination of over 30 years of experience in the oil and natural gas industry. Lead by self- made entrepreneur Ron Walblay, an Illinois native, RyHolland focuses on profiting from the production of U.S oil and natural gas. RyHolland’s investments create an opportunity for significant tax advantages, long term revenue and the chance to be a part of America’s energy solution.
      http://www.RyHolland.com

    • Wellesley Investment Advisors

      Wellesley Investment Advisors, Inc. was founded in 1991 by Greg Miller, CPA. Greg serves as the CEO and portfolio manager. Greg draws on over thirty years of investment and financial experience. Greg is a nationally recognized provider of investment advisory services specializing in convertible securities and principal protected products. He has directed the Limited Risk Investing philosophy of Wellesley Investment Advisors with the primary goal of principal protection combined with investment growth. View White Paper on Convertible Bonds as a Bond Replacement Strategy

      http://www.wellesleyinvestment.com
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