2022 FOX Family Forum Sponsors

Thank you to our 2022 FOX Family Forum Sponsors!
Click the logos below to learn more about each of our sponsors.


Premier Sponsor


Private Health Management (PHM)


Private Health Management (PHM) is a distinctive healthcare company providing clinically sophisticated care management and health advisory services. Whether managing routine and preventative care or addressing serious or complex conditions, PHM’s rigorous integrated approach facilitates access to the latest science-backed information, top specialists, advanced diagnostics, and cutting-edge treatments. 

Our deep and trusted relationships allow us to gain access and expertly navigate the complex healthcare system on behalf of our clients. By maintaining independence from all providers and payors, we keep our members’ interests at the heart of every care decision. 

For more than 15 years, PHM has managed complex cases across the entire spectrum of medicine including cancers, cardiovascular disease, neurological issues, autoimmune disease, and major health issues that have defied diagnosis. PHM consistently delivers optimal care, helping people live healthier, longer lives.


Yellowbrick’s mission is to serve as the national leader and resource for the psychiatric treatment of emerging adults. Yellowbrick has created a developmentally specialized, research-based clinical model that integrates cutting-edge findings from neuroscience, innovative psychotherapies, strength-based life skills and wellness medicine. Treatment is provided across all diagnoses and levels of care from residential through PHP, IOP, outpatient and home health care.

Yellowbrick has established a clinical philosophy and treatment model, which integrates psycho-neurobiology, developmental psychology and in-depth psychotherapy.

Psycho-neurobiology focuses on the process of relationships and subsequent development of self-regulation functions. These experiences affect the structural patterning within the brain throughout life. These patterns become organizers for basic survival functions such as the experience of safety, attachment patterns and the capacity to manage emotional life with a balance of initiative, risk assessment and restraint.

Yellowbrick recognizes and addresses the unique challenges of the emerging adult population through programs that emphasize multi-specialty evaluation, therapeutic residences, research-based strategies and life-skills interventions.


Executive Sponsors

Abra is on a mission to create a simple and honest platform to enable millions of crypto holders to maximize the potential of their crypto assets. We operate an easy-to-use app that allows users to access interest-earning, buying, selling and trading in cryptocurrencies, in one single place. Our vision is an open, global financial system that is easily accessible to everyone.


Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. Founded in 2009 by Joe Lonsdale, who currently serves as an active Chairman of its Board of Directors and General Partner at 8VC, the company's platform aggregates portfolio, market and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for over $2.5 trillion of assets on the company's platform. In 2020, Addepar was named as a Forbes Fintech 50 company and honored as a member of the CB Insights Fintech 250. Addepar is headquartered in Silicon Valley and has offices in New York City and Salt Lake City. All brokerage services offered through Acervus Securities Inc., member FINRA / SIPC.


Eton Solutions is a software and services company founded to handle the complexities of servicing ultra-high net worth families. Created by family office leaders, Eton Solutions’ flagship product is AtlasFive®, an integrated platform with over $425 billion in assets under administration that holistically aggregates and manages all your office’s data, reporting, and workflow processes.

A purpose-built ERP system to manage the complexities of family offices, AtlasFive is the only comprehensive technology platform that seamlessly connects all data, services, and stakeholders within family offices. AtlasFive allows single and multi-family offices to adopt lean business practices, eliminate spreadsheets and manual work processes, and accurately report on activities and data anywhere and anytime, freeing offices to concentrate more time and resources on delivering higher-value advisory services to families. With one source of truth, Eton Solutions leads family offices into the future by maximizing efficiency and minimizing errors and risk.

GeniusX is a technology company, bringing innovation to personal growth and development. GeniusX created Retreat VR to transform education and prove the effectiveness of immersive learning in virtual reality environments. Retreat VR is the first virtual reality app that immerses users in courses that improve life and overall wellness.  Boasting a growing catalog of personal growth and development courses, Retreat is revolutionizing the education through fully immersive VR approach.  Currently available for download through select stores, the Retreat app will be unveiled to the public in December 2022. The app immerses users in masterfully designed virtual worlds, where they can browse and select courses focused on self-improvement and personal development. The app highlights the instructors, the story behind the inspiration for course, and outlines the learning process for each one of the courses in a new and exciting way.  “Research shows that students in VR are four times more focused than their peers in a traditional classroom environment,” added Janicki. “The potential for immersive technology to transform education is huge, and we are excited to be on the forefront.”  Retreat VR brings custom curated content to learn tangible real-world skills by offering a wide variety of courses from Art & Creativity, Career & Entrepreneurship, Financial Well Being to Holistic Wellness, Mindset and Relationships through an innovative, technology-forward virtual reality system. The Retreat VR interactive platform was created and developed by immersive technology company GeniusX.   The app is currently available for download through Meta AppLabs and SideQuest. Some of the more popular courses include: True Well Being by Nicholas Pratley, Discover Your Purpose by Evan Carmichael, Therapour Mannequins by Leila Parnian, Your Magikal Life by Mia Magik, How To Write And Publish Your Story by Kary Oberbrunner, Modern Nirvana Course, Sah D’Simone Course or Spiritverse Course, Mona Sharma, Dr. Michael Breus on Better Sleep.
Giving Place is a software solution for optimizing family charitable giving. We offer a single portal for all giving vehicles -- cash, donor advised funds (DAFs)/community foundations and private foundations -- plus reporting, forecasting and other analytics for a family's complete giving.
We remove the burden of administering charitable gifts, freeing donors to focus on the who and why they want to give, making philanthropy a more enjoyable experience for the whole family.
We have found that most family offices are managing complex and large-scale philanthropy in disconnected spreadsheets and the limited solutions in the marketplace were either specific to DAFs or private foundations and did not integrate both. We knew we could do better.
Masttro Masttro provides wealth owners and family enterprises with a 360-degree view of net worth across all financial and non-financial assets, banking relationships, currencies, and ownership structures through an intuitive, client-centric user experience. Masttro’s end-to-end technology adapts to any estate structure, regardless of size and complexity.  The platform automates front-to-back office operations, allowing a family enterprise to scale with increased efficiency without infrastructure constraints. Masttro features global data aggregation, portfolio analytics and reporting, general ledger and accounting functionalities that are core to the successful operation of a family office.
Private Wealth Systems Private Wealth Systems 's cloud based consolidated investment reporting software platform provides account aggregation, portfolio management, and client reporting to family offices on 5 continents. As a preferred provider to several of the top global private banks and accounting firms our platform has proven to deliver a level of data accuracy, flexibility, and personalization that is unmatched throughout the industry.
RSM's cloud-based, customizable, secure platform crystalizes a family office's entire ecosystem. With technology scaled to match the complexity of your family office, FamilySight helps manage a comprehensive list of operational components and uses data to enhance decision-making to create an ecosystem that serves all family office executives.
Sage Intacct is the only and preferred provider of the AIPCA for cloud financial management. Specializing in helping a variety of Financial Services firms — including single- and multi- family offices, asset management firms, lending institutions, insurance carriers, real estate companies, and credit unions —Sage Intacct streamlines investments, capital, and reporting, while delivering real[1]time visibility into the metrics that matter. Our modern, native-cloud solution, with open APIs, gives family offices and other financial services customers the connectivity, visibility, and efficiency they need to do more with less. With Sage Intacct, family offices can maximize productive and growth at scale.
SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family offices and advisors to wealthy families better serve their ultra-high-net-worth clients, SEI’s award-winning Archway Platform℠ and high-touch outsourced services efficiently handle complex partnership, portfolio and corporate accounting alongside bill payment, investment management and multi-asset class data aggregation. As of Dec. 31, 2021, SEI Family Office Services has $555 billion in assets on platform. For more information, visit seic.com/archway.

Classic Sponsor

In today's climate, privacy is becoming harder to achieve. As the monetary value for data rises, so too does the risk posed to families, assets, and reputations. The core suite of solutions from 360 Privacy was built upon the procedures, technology, and experiences of individuals within the Special Operations/Forces and Intelligence Communities. 


Gridline provides an efficient way for family offices to offer their clients high-quality, curated investment opportunities in non-correlated alternative assets.

Gridline delivers access to these top-tier funds by leveraging the power of a platform that handles the traditionally cumbersome back-office details — infrastructure, treasury management, performance reporting, tax requirements and liquidity of the equities — saving valuable time that can be devoted to building their practices instead of vetting and managing hard to access private market opportunities.

We employ a deep bench of private alts experts to vet opportunities with a comprehensive due diligence process aimed at uncovering the highest quality managers and reducing the risk.


Founded in 2004, Hastings Equity Partners is a leading US lower middle market private equity firm.  Hastings invests first institutional capital in North American founder-led companies within the industrial and business services sectors, targeting those that maintain, repair, and upgrade mission critical services, where the team has deep operating and investing experience.  As a preferred capital partner, Hastings seeks to empower businesses to reach their full potential.  For almost two decades, the firm has utilized a boots-on-the-ground approach to help optimize operations, accelerate revenue growth, and significantly increase equity value.  Hastings has invested in 55+ unique investments across four funds with a track record of transforming businesses and delivering strong returns to our investors.  For more information, please visit: www.hastingsequity.com


IIFL Asset Management is part of IIFL Wealth & Asset Management (IIFL), one of the leading wealth and asset management companies in India. In total, IIFL has assets under advise/management of about USD $32 billion.

IIFL serves the needs of high net worth and ultra-high net worth individuals, family offices and institutional clients. It helps influential families in India and abroad to preserve, protect and grow their legacy. In-house, IIFL manages about USD $7 billion of India-dedicated assets across listed equity, private equity, structured credit, and real estate debt strategies. It is the first wealth management company to get listed on the leading stock exchanges of India. The company has a market cap of about USD $2 billion and it’s largest shareholder’s are General Atlantic and Fairfax India.

Media Sponsor



For over 30 years, family business leaders and owners have relied on Family Business to improve their family dynamics and their businesses.

Family Business is published by MLR Media. Through digital platforms, magazines, and events, MLR Media provides public and private company directors, leaders and owners of multigenerational family businesses and C-suite executives with the knowledge and skills to be successful in their roles.






Are you interested in sponsoring the 2022 FOX Family Forum? If so, send an email to info@familyoffice.com