Our world-class corporate sponsors

Lead Sponsors

Global consulting

KPMG's mission is to turn knowledge and understanding of information, industries and business trends into value for our firms' clients, our people and the capital markets. KPMG member firms operate in 147 countries, collectively employing more than 219,000 people, serving the needs of business, governments, public-sector agencies, not-for-profits and through member firms' audit and assurance practices, the capital markets. KPMG is committed to quality and service excellence in all that we do, bringing our best to clients and earning the public's trust through our actions and behaviors both professionally and personally.

We lead with a commitment to quality and consistency across our global network, bringing a passion for client success and a purpose to serve and improve the communities in which member firms operate. In a world where rapid change and unprecedented disruption are the new normal, we inspire confidence and empower change in all we do.

KPMG people set out to contribute positively to both clients' success, and to society at large. That means taking account of the trends affecting clients, communities, and wider society, and thinking ahead about the impact our work will have. We are committed to delivering quality in all that we do, and to continuously improve audit quality and safeguard our independence which are fundamental to meeting our responsibilities to the capital markets.

Mergers & acquisitions

Lincoln International are trusted investment banking advisors to business owners and senior executives of leading private equity firms and public and privately held companies around the world. Lincoln is one of the largest and best private investment banks globally. The firm completed more than 225 advisory assignments globally in 2019, as well as over 5,000 valuations.

The firm, headquartered in Chicago, was founded in 1996. The company operates over 20 offices in North America (Chicago, Dallas, Los Angeles, New York and San Francisco), Europe (Amsterdam, Brussels, Frankfurt, London, Madrid, Milan, Moscow, Munich, Paris, Stockholm, Vienna, Zurich), Asia (Beijing, Mumbai, Bangalore, Tokyo) and South America.

Human capital

Korn Ferry is one of the leading human capital and global organizational consulting firms in the world, with revenues of approximately $2 billion, and with over 8,500 employees in over 50 countries.

The firm has been led by Gary Burnison since 2007, was founded in 1969, and is now public. Korn Ferry is unique in its ability to synchronize strategy and talent to drive superior performance for their clients.

The firm works with clients to design their organizational structures, roles and responsibilities, and they help them hire the right people and advise them on how to reward, develop and motivate their workforce, and help professionals navigate and advance their careers.

Family Offices - principal investing | operating companies | affiliate governance

Family Office Private Advisors is a unique advisory and merchant-banking resource for single- and multi-family offices, wealthy individuals, holding companies, and their related private holdings.

With deep private equity, venture capital, governance, operations, strategy, and corporate development experience, Family Office Private Advisors has unique expertise to offer customized solutions that initiate, expand, deploy, and enhance its clients’ direct private equity portfolios. Through its nexus of strategic relationships, Family Office Private Advisors helps its clients invest in small- and mid-sized private firms in sectors with strong domain expertise (consumer, luxury, food, retail, restaurants, apparel, beauty, design, art, digital, media, asset management).

The firm specializes in developing customized solutions in:

Direct Investments, Leveraged Buyouts, Co-investments, Private Equity Portfolio Enhancement + Expansion.

Family Office Private Advisors does not offer proprietary investment products nor is an investment manager, avoiding conflicts of interest and empowering client goals.

Friends of Wisdom Board

Private cloud technology

Trusted Family is an award-winning technology platform serving the world’s leading family businesses. Founded by two next-generation entrepreneurs from European business families, the company leverages a decade of industry expertise to help multi-generational family businesses thrive and achieve sustainable, long-term success.

Trusted Family offers a single, secure and centralized governance platform, enabling directors, shareholders, family members and their close advisors to easily connect, communicate and collaborate from anywhere, at any time, on any device.

The company is headquartered in Brussels, Belgium, with offices in London and New York, and family business clients in 25 countries globally. (short corporate video here)

Family Enterprises - succession planning, communication, conflict resolution, ownership alignment, education, board development

The firm ("FBCG"), founded 1994, has provided family enterprises with support, and creates opportunities and prosperity out of organizational challenges, serving families and the enterprises they have built over many years.

FBCG is focused on one common goal: protect the integrity of the family and family enterprises (including their family offices) for future generations. The firm's mission is grounded in the belief that multi-generational family enterprises require specialized representation to help solve highly complex, dynamic and, often, high-emotionally charged systems.

The firm has a deep bench of experts in all areas of family business, with strong educational, research and practical experience; dedicated to sharing knowledge, mentoring, and collaborating to provide clients with best possible counsel.

Having operated in and around families and their enterprises for three decades, and as one of the longest-standing family enterprise consulting firms, the firm's offering is laudable and impressive. FBCG has represented around 2,700 families in over 70 countries.

Gender balance

Today’s private companies are increasingly mindful of the holistic environment in which they operate. Traditionally, the corporation’s primary mission was to create profits. Wisdom Board supports corporate efforts to empower companies’ best and highest use, including cultural, ethical, and gender matters. Indeed, Milton Friedman’s raw embrace of capitalism often seems insensitive to the broader issues now at stake – culture, sustainability, pluralism, gender balance, mission. Companies today need to focus on prudent management: even Friedman noted, “One of the great mistakes is to judge policies and programs by their intentions rather than their results.”

An emerging leader in governance, Gender Fair a powerful platform of data analytics on organizations’ progress towards diversity......unique, internal, external metrics (UN Women’s Empowerment Principles) provide a unique accountability standard. Founded 2014, a proprietary, independent, expert-reviewed system measuring impact of gender equality and diversity policies is indeed unique. Now, it empowers consumers, employees, donors, and investors to support firms that share such pluralistic values.

genderfair.com

Global network

Linkedin is an American business and employment-oriented online service that operates via websites and mobile apps. Since 2003, Linkedin has become the global leaders for professional networking, including individuals, companies, non-profits, and employers.

Linkedin has approximately 700 million registered members, is a wholly owned subsidiary of Microsoft, and provides its members (both workers and employers) custom profiles, and connections to each other in a powerful online social network.

With members in over 150 countries, including executives from every Fortune 500 company, LinkedIn is the world's largest professional network. The company has a diversified business model with revenue coming from Talent Solutions, Marketing Solutions, and Premium Subscriptions products. Headquartered in Silicon Valley, LinkedIn has offices across the globe.

linkedin.com

Personal wealth empowerment

BeeWyzer is the first online wealth enabling training - truly holistic and independent. Get empowered to deal with financial service providers, get back into the driver seat! (see summary video here)

Get relevant knowledge and intuitive tools to put up your wealth balance sheet and design your strategy. Use experience and wisdom for the implementation. Tackle family conflicts with good governance. Reduce risk and cost, improve return. Get to a level playing field with advisers. Integrate sustainability and impact investing the way YOU want to have it.

BeeWyzer founders hail from some of the leading financial services and accounting firms in the world:

Peter Brock. Recently elected as one of the global top 40 family office service consultants by Family Capital. Peter led the EY (Ernst & Young) Family Office Services practice in EMEIA (Europe, Middle East, India, Africa), where he focused on the areas of family office set up and structuring, family governance, holistic wealth management and transfer to the next generation of accounts reaching up to 5 billion US$. He draws a wide spectrum of experience from his previous posts both in corporate finance at HSBC Trinkaus as well as private banking at Sal. Oppenheim. He is also an expert in entrepreneurial direct investments from evaluation to transaction execution. This unique combination has made Peter the go-to person for small and mid-cap business owners, looking for advice in matters of wealth and succession planning including M&A transactions. He is currently involved in founding the Federal Initiative for Impact Investing in Germany. Other stations in his career include: Deloitte and WestLB in London and IMAP M&A Consultants. Peter speaks German and English.

Christian Stadermann. Founder of Logos Patrimon, first mover in the GSA region (Germany, Austria, Switzerland) to offer virtual family office services. Based on his professional experience of 25 years Christian helps to shape an innovative form of wealth structuring and management for ultra high net worth individuals (UHNWI) and single family offices. He has long been an asset management expert in controlling, risk management and product selection. In that capacity Christian acted as a German BaFin licensed managing director at HQ Trust, a platform of the Quandt family. His prior experience includes the UHNWI business at Sal. Oppenheim and Credit Suisse in Zurich. Christian started his career in equity sales and private wealth, heading the International Private Banking Center of Deutsche Bank in Frankfurt. Serving clients in EMEIA, Asia and the Americas from affluent to UHNWI, he could gain a global view of the wealth industry. He is fluent in German, English, Italian and Spanish. Christian is a Certified Financial Planner and experienced with philanthropic foundations, heading the council of a German foundation for a long time himself.

www.beewyzer.com

Succession Planning

Our succession planning facilitates you to have the right people, in the right position, at the right time, doing the right things the right way. Imagine the organizational impact when this happens from the top all the way down to the entry-level of your family business. You will be highly competitive, highly efficient in your operation, and have engaged, motivated and high-performing teams at your disposal growing the business as they develop.

67% of business owners do not have a succession plan.

-2015 U.S. Trust Insights on Wealth and Worth® SurveySuccession Challenges

The challenges family businesses face today include aging baby boomers, a tight economy for critical skills, and the need to build leaders who can function in the global economy. With careful planning and preparation, family firms can manage the changes that result from a generational transfer of leadership as well as the scarcity of talent. One of the latest researches shows that your ability to attract talent (the right people, not just anyone) is now one of the biggest differentiating factors in business.

How can a succession plan benefit your family business?

Effective succession planning supports family business stability and sustainability by ensuring there is an established process to meet talent requirements. Business owners, boards and top executives can demonstrate leadership by having the strategies and processes in place to ensure that transitions occur smoothly, with little disruption to the family business.

Succession planning is a gradual process. We help families and family businesses create a viable succession plan through a process of assessments, successor development and continuing successor preparation.

https://theasterclub.com/