Conference Supporters

The 2021 Families in Business Conference was made possible through the generous contributions of the following donors and supporters.

Successors Level Supporters

Founders Level Supporters

For far too long, the focus of wealth management firms has been on the wealth that was removed from your business and into the family’s investment portfolio.

That’s not what we believe.  We believe that each member of the family and the family business are your most valuable assets.  We want to help.

For far too long, the focus has been ROI – Return on Investment.

That’s not what we believe.  We believe in ROE – Return on Everything…your business, your family, your management team, your estate, your legacy and of course, your investments.  We want to help.

We are Family Wealth and Legacy and we are changing the value proposition for mid-market family businesses.

Family Wealth and Legacy, LLC
Triad Foundation

Triad Foundation, Inc. focuses as well on early childhood and elementary education programs, on marine and tropical ecology, on selected scientific research and on human service, youth and other community-based programs in the communities in which its directors reside.

Wilmington Trust is a premier provider of wealth and institutional services for M&T Bank, one of the most financially sound and successful companies in the U.S. financial services industry. For more than a century, our guidance has helped generations of families and businesses thrive, backed by the sound experience of our professionals and a forward-looking mindset. Wilmington Trust traces its roots back to the founding of Wilmington Trust Company by the DuPont family in 1903.

Wilmington Trust