Partners

Premium Partners

360 Privacy

360 Privacy’s mission is to protect the digital identity, security, and reputation of high-profile executives, athletes and high net-worth families. Digital identity is at the intersection of physical security, cyber, fraud prevention, and reputation. Powered by proprietary technology and an expert team,360 Privacy correlates, analyzes and deletes data daily to protect your digital identity, keeping it out of the hands of sophisticated threat actors, fraudsters, and other criminals.

Private Client Select

Bennett Thrasher LLP

Currently ranked among the largest CPA firms in the U.S., Bennett Thrasher provides comprehensive tax, accounting, assurance and consulting services to clients throughout the United States and internationally. Our CPAs and CFPs serve closely-held business owners and other high-net-worth individuals regarding income tax, estate and gift tax, investment, charitable and retirement planning. Our affiliate firm, BT Wealth Management, provides high-net-worth individuals and families with integrated fee-only wealth management and financial planning services. We have been consistently recognized by Inside Public Accounting as a Top 100 Firm in the U.S. and Best of the Best Accounting Firms. As these accolades show, we are Better Together.

Fidelity Family Office Services

Fidelity Family Office Services is the division of Fidelity Investments®which provides custody,brokerage, investment, and reporting services to family offices, ultra-wealthy families and the investmentprofessionals that support them. Since its inception in 2004, the business has grown to be administrator of $140+billion in assets on behalf of more than 400 ultra-high-net-worth families.

John Hancock Life Insurance Company (USA)

John Hancock Insurance empowers people to feel confident about the future by providing innovative products that protect their loved ones, grow their savings and preserve their wealth, while supporting their pursuit of a longer, healthier life with the John Hancock Vitality solution. With more than 150 years of experience and backed by a company with strong financial ratings, John Hancock offers a comprehensive suite of products, including Term, Universal Life, Indexed UL and Variable Universal Life that can be tailored to meet a wide range of estate, retirement, business and wealth transfer planning needs.

National Christian Foundation

More than 30,000 families look to NCF's expert guidance, creative giving solutions, and shared values to help them maximize their impact for the causes they love. How can we serve you?

Northern Trust

Through our expertise and dedication, we transform the plans of the world’s most successful individuals, families and institutions into action so that we can help our clients reach their most ambitious goals.

Spanning decades and generations, our longevity comes from the recognition that we are more than a financial institution. We are active participants in our communities, global leaders in business and philanthropy and thoughtful architects of innovative employee benefit and support programs.

Pendleton Square Trust

Pendleton Square Trust Company is a Tennessee-chartered independent trust company which serves as corporate fiduciary for high net worth families and provides estate, private foundation and selected family office services. The Company’s independent model separates the investment management services from trust administration, allowing the Company to work with a family’s trusted estate planning attorney, investment advisor and/or tax advisor to achieve a strategic and conflict-free focus on the unique trust needs of that family.

Ronald Blue Trust

With nationwide trust capabilities, Ronald Blue Trust provides wealth management strategies and trust services based on biblical principles to help clients make wise financial decisions, live generously, and leave a lasting legacy.  Our Family Office division serves multi-generational families and family businesses with a variety of different needs and situations. We believe foundation to managing and transferring family wealth wisely is – simply – the family. We want to know your family well. Our clients are interested in more than just the management of their finances because their family is about more than just the money. At Ronald Blue Trust Family Office, we encourage our clients to maintain a balanced life and engage in an intentional planning process, which empowers current and future generations to shape and maintain a legacy comprising social, spiritual, and financial capital. 

Summitas

Established in 2007 by seasoned entrepreneurs with a deep understanding of the ultra-high net worth clientele and mission-critical software development, Summitas was born out of a vision to harness technology to cater to the evolving needs of the 21st-century wealth industry. The expertise that shaped Summitas encompassed wealth management, family office stewardship, online financial services, information technology, distributed computing, and cybersecurity.

USI Insurance Services

USI is a leader in insurance brokerage and consulting with more than 150 U.S. offices. Specializing in property and casualty insurance, employee benefits and private client risk services, USI combines its client-centric culture at the local level with leading edge technical resources nationwide. USI’s unique ONE Advantage approach integrates proprietary analytics, deep expertise and hands-on services to deliver economically vetted, highly personalized strategic insurance solutions. 

Wellspring Associates

Wellspring specializes in life insurance audits and acquisition for wealthy families. We have assisted our clients in acquiring over four billion dollars of life insurance coverage and have advised on how it should be properly positioned in their current planning.

Wellspring also has a robust planning practice that has over 35 years of experience and success helping families with estate, business continuity, and philanthropic planning.

The use of our proprietary “Wellspring Wealth Integration Process TM” allows us to work alongside our clients current advisors without replacing them. Wellspring is known for bringing clarity for complex issues.

Educational Partners

Family Office Matters, LLC

Family Office Matters, LLC is a multi-family office and consulting firm whose mission is to assist multigenerational families and family office providers in managing assets of the family, while understanding the unique needs of the families who share those assets. Family Office Matters addresses issues that are critical to maintaining the welfare of the family unit while providing strategies that will successfully guide families in making decisions that will impact the succession of their personal assets and family businesses for future generations.

Relative Solutions

Relative Solutions is a pioneer in the field of family enterprise. The firm’s deep experience, innovative tools and proven methodology helps families with shared assets elegantly manage complexity and change. The Relative Solutions team tailors its strategic offerings to each client, working closely with them to build on their strengths in pursuit of sustainable and resilient family enterprises that span generations.

Keynote Underwriter for David Brooks

Pitcairn

For a century, Pitcairn has partnered with some of the world’s wealthiest families to meet their need and drive better outcomes – year to year, decade to decade, generation to generation

Hosts

Atlanta Jewish Foundation

Atlanta Jewish Foundation, a service of Jewish Federation of Greater Atlanta, helps donors maximize their philanthropy through Donor-Advised Funds, endowments and other planned gifts to Jewish and non-Jewish causes in metro Atlanta, the United States and around the world.

Southeastern Council of Foundations

The Southeastern Council of Foundations is the region’s premier membership association of grant makers, offering networking, education and advocacy to strengthen the field of philanthropy.