Bank of America Merrill Lynch Philanthropic Management provides specialized advisory, asset management and administrative solutions to foundations, endowments and other nonprofit organizations as well as private philanthropic clients. In addition to providing customized, goal- and mission-based asset management solutions, the team helps clients with asset-gathering strategies, comprehensive foundation management services, spending policy analysis, and thought leadership around trends in the philanthropy industry.
4695 MacArthur Ct. • Ste 15 • Newport Beach, CA 92660
Tel: 949-395-0409 •
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CFG Business Solutions is the leader in consulting to family-owned businesses on family wealth governance and ownership succession planning. We apply our expertise, creativity, and state-of-the-art knowledge to help families come together and successfully manage family capital. Our unique process is results-oriented and transaction-focused.
5080 N. 40th Street • Suite 235 • Phoenix, AZ 85018 • Tel: (602) 468-9667 • www.cfgllc.com
With a reputation as a leader in innovative and cutting edge estate planning and more than 20 years of experience, the Dana Law Firm's diverse practice extends beyond ordinary trusts, wills and other common estate planning documents. Not only does Dana Law Firm assist clients in the implementation of their own Estate Plan, we also assist in the Administration of an Estate, representing the executors and trustees to assist in settling the estate or administering the trusts after the initial clients have passed away. Dana Law Firm also has a litigation department that represents beneficiaries to ensure that the final wishes of the deceased are protected. We understand that estate planning is a very personal matter, and we provide knowledgeable and friendly lawyers and staff dedicated to developing a personal relationship with each and every client.
8817 E. Bell Road, #201 • Scottsdale, AZ 85260 • Tel: (480) 515-3716 • Fax: (480) 515-3829 www.danafirm.com
RBC Wealth Management is one of the leading full-service investment, advisory and wealth management boutiques in the United States. The Flader Wealth Consulting Group at RBC Wealth Management provides personal service and objective recommendations for their clients’ unique needs. In addition to assisting clients achieve their goals, we help them build, protect, enjoy and share their wealth.
2398 East Camelback Road • Ste 700 • Phoenix, AZ 85016
Tel: (866) 697-6958 •
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InterWealth Management offers asset management services focusing on the specific client goals and objectives, delivering absolute results, not simply achieving good performance relative to an index. InterWealth Management is dedicated to building long-term relationships with clients.
14201 N. 87th Street • Suite A101 • Scottsdale, AZ 85260
Founded in 1984, Jaburg & Wilk offers extensive experience, diversity in practice areas and the ability to think like a business owner. We are an Arizona mid-sized AV rated law firm, the highest rating that a law firm can receive. Our partners average more than 27 years experience in counseling entrepreneurs and businesses. This tremendous depth and scope of experience affords our clients practical, creative, cost-effective solutions to their legal challenges. Our intention is to cultivate a strong strategic partnership designed to optimize our clients' ability to focus on their businesses rather than legal challenges.
3200 N. Central Ave. • Suite 2000 • Phoenix, AZ 85012Tel: (602) 248-0000 • www.jaburgwilk.com
Asset Servicing | Asset Management | Wealth Management
Our Promise: "The Freedom to Focus on What Really Matters." We are wise, caring and compassionate partners who allow our clients to enjoy their most precious asset - peace of mind. We are unparalleled in our commitment to our clients' success. We are Northern Trust.
2398 E. Camelback Road • Suite 400 • Phoenix, AZ 85016
Tel: 602-468-2627 •
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• www.northerntrust.com
Nuveen Investments believes in conservative investing. The company’s purpose is to help people grow and preserve their wealth for a single reason: To secure their goals – Today and Tomorrow. To help financial advisors and clients succeed, we follow three guiding principles: Investment Discipline, Service Excellence and Continuous Innovation.
Tel: (800) 257-8787 • www.nuveen.com
PAAMCO is a leading independent fund of hedge funds investment firm dedicated to offering strategic alternative investment solutions to the world’s preeminent sophisticated investors. PAAMCO’s clients include large public and private pension plans, foundations, endowments, and financial institutions.
19540 Jamboree Road • Suite 400 • Irvine, CA 92612 • Tel: (949) 261-4900 • www.paamco.com
Santa Barbara Asset Management is a portfolio management firm with experience and expertise in managing equity portfolios of marketable securities for individuals, corporations, endowments, foundations and public plans. We believe the expertise gained by our professionals over many investment and economic cycles is the cornerstone of our dependable service.
SMS Financial is a privately held company focusing on the acquisition and recovery of commercial and consumer non-performing loan based assets.
We maintain a flexible and collaborative approach to the purchasing and servicing of loans, making us the best solution for institutions seeking to sell or outsource their loan portfolios. As a private company, we are committed to confidentiality, integrity and responsiveness with all of our transactions.
2645 North 7th Avenue • Phoenix, AZ 85007 • Tel: (602) 944-0624 • www.smsfinancial.net
Weiner Insurance is an independent agency with offices in Chicago and Phoenix and access to a broad range of insurance providers nationwide. With this wide selection of companies, we locate the best provider or program for you and create a unique plan for your needs and lifestyle.
11333 N. Scottsdale Road • Ste. 105 • Scottsdale, AZ 85254 • Tel: 800-525-8438 • www.weinerinsurance.com
