2023 FOX Family Office and Wealth Advisor Forum Sponsors

Thank you to our 2023 FOX Family Office and Wealth Advisor Forum Sponsors!

Premier Sponsor

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 Sponsor

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 Sponsor

For more than 100 years, the Trust has united generous donors, committed nonprofits, and caring residents to effect lasting change.
As one of the nation’s oldest and largest community foundations, The Chicago Community Trust has a long, rich history of cultivating philanthropic support to address our region’s most pressing needs. Explore our beginnings, and learn how we’ve stayed true to our roots while evolving to meet today’s needs in pursuit of a brighter future for all.
In 2019, we launched a ten-year strategic plan focused on addressing the region’s racial and ethnic wealth gap. The three-part strategy to close this gap centers around growing household wealth, catalyzing neighborhood investment and building collective power. In addition to this work, the Trust will continue to address the critical needs of the region and maximize the impact of philanthropic giving.
In addition to our strategic plan, we also work with donors to achieve their own charitable goals. The Trust fulfills an essential role at the heart of Chicago philanthropy. The depth and breadth of our knowledge of the region, as well as the national philanthropic landscape, is unparalleled.
Our philanthropic advisors work directly with you as a giving coach and dedicated partner to achieve your vision. Our team has deep expertise in facilitating philanthropic gifts from the simple to the complex, ensuring that your giving is effective and aligned with your long-term goals.

Technology Partners

	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 $425 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.
	Giving Place is a software solution for optimizing family charitable giving. It’s one portal, one process, for any charitable vehicle – cash, DAFs, foundations, and more – 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. Instead of managing complex and large-scale philanthropy in spreadsheets, or using software designed specifically for managing a particular type of giving, Giving Place dashboards put all the information you need to plan, execute, track, and analyze your donations at your fingertips.
	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.
	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 Platform® is our Software-as-a-Service (SaaS) system accessed through Web browsers and mobile applications. Our customers use Summitas to simplify operations, increase communication, and provide a safe way to organize, protect, and share information—all from one place. From the Digital Vault to collaboration tools, integration of financial information, and the ability to streamline workflows, a branded Summitas portal provides measurable value to our SFO, MFO, and wealth advisory user community. Modern cryptographic algorithms and strict internal policies and controls protect user data and privacy. Summitas EngageSM is our professional services team that oversees setup, branding, training, bespoke platform app development, and ongoing “white glove” support. Summitas delivers subscription software for family offices and wealth advisory firms wanting a single secure point of presence for related information and communication. Software subscriptions include high-touch support that provides problem-solving and training, help measuring the value of Summitas, and guidance for achieving organizational objectives using our software.