2012 Sponsors

 ACE Risk Services ACE Private Risk Services helps individuals and families enjoy the success they have achieved by enhancing their security and protecting their assets with custom-fit insurance and risk management programs. Offering extraordinary protection and flexibility, our ACE Platinum Portfolio can often satisfy clients' needs for home, auto, valuable collections, watercraft, and umbrella liability insurance in one precisely tailored package policy. ACE Private Risk Services is part of the ACE Group, one of the world's largest multiline property and casualty insurers.


 Cozen O'connor Established in 1970 and ranked among the 100 largest law firms in the United States, Cozen O'Connor has 575 attorneys who help clients manage risk and make better business decisions. The firm counsels clients on their most sophisticated legal matters in all areas of the law, including litigation, corporate, and regulatory law. Representing a broad array of leading global corporations and ambitious middle market companies, Cozen O'Connor serves its clients' needs through 21 offices across two continents.

Ericson Insurance Advisors is an independent insurance firm, with 75 years of experience in meeting the complex and unique needs of our clients. Equipped to assist clients in all 50 states, we are particularly well suited to serving clients with multiple properties in diverse locations, whether personal or commercial or both. With many different insurance companies available to us, we have greater flexibility in tailoring a program to the specific needs of each client, while at the same time offering highly competitive pricing.

 Guide Post Guidepost Solutions LLC is a global leader in international investigations, risk management, security, compliance and monitoring solutions.  Guidepost's Private Client Protection program tailors our comprehensive solutions to meet the needs of high net worth individuals and Family Offices. Our services range from global private investigations to security and crisis management plans designed for residences, offices, travel and the protection of children. Private Client Protection enables individuals, their families and staff to identify, respond to and prevent reputation, physical, cyber and financial threats that may arise.

 Rothstein Kass

Rothstein Kass Family Office Group offers a wide range of financial, wealth planning and lifestyle management services to family offices and high-net-worth individuals. Awarded 2011 Best Multi-Family Office, Rothstein Kass Family Office Group applies proven expertise with the utmost discretion and attention, www.rkco.com

 Pension income Pension Income, LLC,  finds pensioners willing to sell their monthly income at a discount.  Pension Income, LLC also finds buyers who want to purchase the pensioner's monthly income.  Hence we create a market for those willing to sell and buy monthly income.  Partnering with US Pension Funding, the group that finds the pensioners, allowed us to partner with the leading industry expert in finding quality pensioners (over 15 years experience to date).  Here's your opportunity to purchase someone else's monthly income at a discount.  Perfect for any institution who wishes to provide monthly cash flow.

 Prudential Prudential Investments offers the strength of Prudential Financial's institutional investment management capabilities to individuals and retirement plans in a wide range of mutual funds and separate accounts. Our success is rooted in a disciplined investment process, which reflects a unique combination of experienced investment talent, intensive in-house research, and sophisticated risk management - all dedicated to delivering superior, long-term performance.

 Salentica Salentica is a market leader in providing innovative integrated Client Relationship Management (CRM) and Client Reporting technology solutions for Family Offices, Registered Investment Advisors, Private and Institutional Wealth Managers, and has a successful track record of over 25 years in developing and implementing financial software. Working closely with leading Family Offices and Wealth Managers, Salentica has built, what is now recognized as CRM market leadership in the Wealth Management and Family Office space -Salentica Advisor Desk. Built on the Microsoft® Dynamics CRM foundation, Salentica Advisor Desk seamlessly integrates with various systems providing clients with a full range of benefits offered by the powerful combination of Salentica's vertical focus on the wealth management and features- and functionality- rich Microsoft platform.