Conference Sponsors

Industry Partners

The Family Wealth Alliance

Family Office Exchange

Tiger 21


    • Anchor Loans

      Anchor Loans, Inc. (“Anchor”) is the premier direct private money lender in Los Angeles and the greater Southern California area. Since 1998, Anchor has provided qualified developers and borrowers with quick bridge financing for non-owner occupied property and has provided private investors with real estate secured investment opportunities.  With two offices in greater Los Angeles and a nationwide network of real estate funding potential, Anchor continues to grow and identify new markets while seeking qualified investors and developers.
      http://www.anchorloans.com

    • Neuberger Berman

      http://www.nb.com

    • Philadelphia Financial

      Philadelphia Financial provides insurance strategies to advisors of ultra-high net worth individuals and is a leader in strategic insurance. Philadelphia Financial has significant experience with and knowledge of the complex regulatory issues applicable to this unique product class. In 2010, Philadelphia Financial became independent to provide greater ability to navigate organizational growth. Philadelphia Financial offices are headquartered in Philadelphia. For more information about Philadelphia Financial, please visit our website.
      http://www.philadelphiafinancial.com

    • Spruce Private Investors, LLC

      Spruce Private Investors is an investment advisor that serves as the Chief Investment Officer for family offices and charities managing approximately $3 billion in broadly diversified portfolios across traditional, hedge fund and private equity investments. In 2011 Spruce was named Best Wealth Manager – under $5 billion – by Private Asset Management. For more information go to www.spruceinvest.com.

      http://www.spruceinvest.com

    • Wealth Strategies Counsel

      Wealth Strategies Counsel structures complex and sophisticated asset protection, estate and business planning matters locally, nationally and internationally, and is dedicated to being accessible, efficient, responsive and professional.  Assisting their clients to preserve, protect and transfer their legacy to those they love, and to their charitable causes; utilizing sound tax-advantaged strategies. 

      http://www.jrmatsen.com/counsel.html