2023 FOX Family Forum Sponsors

Thank you to our 2023 FOX Family Forum Sponsors!


Executive Partners

BerryDunn’s Family Office services team has the expertise needed to help your family office navigate accounting, tax, and business issues. Based out of our Boston office, we provide a full suite of services, including outsourced accounting; CFO, controller, and back office services; tax planning and compliance; business valuation; succession planning; IT consulting; and project management.


Private Health Management (PHM) is a distinctive healthcare company solving complex healthcare problems to help individuals get well and stay well. 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 16 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. 

Classic Partners

The most important decision you and your family members make is choosing the right life partner. We help you invest wisely in making the right relationship choice that aligns with your values, lifestyle, interests and family values. Whether it is the first time or a new chapter in your life, we are your trusted partners. We provide curated matchmaking, date coaching, and strategic consulting for multigenerational families of wealth. Learn More >


Our mission is to fund technology in aerospace & defense, enabling important advancements in the defense of the United States and its allies.  Partnering with industry leading companies, our investment structure provides strong, risk adjusted returns uncorrelated to public equity markets and turbulence in the global economy.

The Expedited Climb Capital team, led by Air Force veteran David Rikkers, has sourced and executed deals valued at over $1.5 billion. This experienced team brings a new approach to solving the financial challenges of the most innovative companies in today’s competitive markets.

Resource Partners

Concierge Cyber® is an Atlanta based company that provides Concierge Cyber® with Executive Shield® membership powered by Nisos®, to High-Net Worth Individuals and Executives. Annual membership includes proactive threat intelligence services such as risk assessments, ongoing monitoring of social and traditional media, dark web activity and forums, critical threat alerts, and monthly threat summary reports and recommendations. These intelligence services are led by third-party provider, Nisos®, whose analysts have extensive U.S. intelligence experience and can fuse robust data collection with a deep understanding of the adversarial mindset to deliver smarter defense and response against advanced cyber, reputational, and physical security threats. Membership also includes 24x7x365 cyber incident response through a third-party team of experts for legal, forensics, identity monitoring, and crisis management on a discounted basis.
Deviate Consulting is a professional services firm that provides a full suite of software consulting and back office services for single and multi-family offices. Our software expertise includes a wide range of investment and partnership accounting suites prominent in the UHNW wealth management space.
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 $737+ billion in assets under administration that holistically aggregates and manages all your office’s data, reporting, and workflow processes. With one source of truth, Eton Solutions leads family offices into the future by maximizing efficiency and minimizing errors and risk.
Ledgex delivers a next-generation, cloud-native platform, LedgexPro, to provide comprehensive portfolio management and accounting solutions for Family Offices.

Libretto is your control panel for building family office portfolios and streamlining advice delivery to complex private clients. Customized to reflect your investment philosophy and wealth management delivery, Libretto helps you build “completion portfolios” that recognize each family’s private assets, alternatives, entity structures, risks and multi-generational objectives. The result is a personalized financial strategy that unifies investment and wealth management solutions.

Masttro is a wealth tech platform that enables a 100% view of wealth. The platform provides a single source of accurate, full-picture data to give wealth owners ultimate control, transparency and peace of mind to make informed, data-driven financial decisions in real-time. Masttro offers a total wealth overview covering all illiquid and liquid investments to liabilities and passion assets. It comes with a comprehensive suite of features including data aggregation, analysis and reporting - all protected by best-in-class cybersecurity architecture and data security protocols.
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Sage Intacct is used by thousands of organizations from startups to public companies to improve company performance and make finance more productive. As a best-in-class system, our cloud accounting software products and financial management solutions deliver deep accounting capabilities across multiple industries designed with a single aim—to accelerate your success.
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 March 31, 2023, SEI Family Office Services has $593 billion in assets on platform. For more information.

Summitas provides a centralized client operating platform that gathers data from multiple sources, including user-generated content, to simplify operations, increase communication, and organize, protect, and share information—all from one place. From the Digital Vault to collaboration tools, integration of financial information, and the ability to manage projects and tasks to streamline workflows, a branded Summitas portal provides measurable value to family offices, wealth advisors, and other client-facing businesses. 

Classic Sponsor

Rosewood Hotels & Resorts manages a global collection of 31 one-of-a-kind luxury hotels and resorts in 18 countries. Each Rosewood® property embraces the brand’s A Sense of Place philosophy to reflect the individual location’s history, culture and sensibilities. The Rosewood collection includes some of the world’s most legendary hotels and resorts. The properties can accommodate individual stays as well as signature events ranging from midsize to buy outs. Rosewood’s world-renowned service levels support the brand’s commitment to curated, bespoke programs enriching experiences with a sense of discovery and inspiration for every destination. 


Are you interested in sponsoring the 2023 FOX Family Forum? If so, send an email to info@familyoffice.com.