As one of the world's largest international auction houses, the Bonhams Group offers over 600 auctions per year worldwide with an extensive network of showrooms in the US, UK, Europe, Japan, Hong Kong, Australia and Dubai. Bonhams holds sales in more collecting categories than any of its rivals and regularly achieves world record prices for notable works. Bonhams & Butterfields’ Arizona office is available for consultation on buying and selling at auction including confidential auction estimates, property appraisals and estate valuation.
7904 E. Chaparral Rd. #483 • Scottsdale, AZ 85250 • Tel: 480-994-5362 (w)
As an investment consulting firm, Canterbury is dedicated to helping institutions and individuals think strategically about their investments. We assist with asset allocation planning, investment policy development, manager search and evaluation as well as comprehensive performance reporting. For the past 23 years, some of the most prominent hospitals, universities, corporations, charities and family offices in the Western U.S. have looked to Canterbury for guidance on strategic planning and investment oversight.
660 Newport Center Drive Suite 300 Newport Beach, CA 92660 • Tel: (949) 718-2211 • canterburyconsulting.com
CFG Business Solutions is the leader in consulting to family-owned businesses on family wealth governance and ownership succession planning. We apply our expertise, creativity, and state-of-the-art knowledge to help families come together and successfully manage family capital. Our unique process is results-oriented and transaction-focused.
5080 N. 40th Street • Suite 235 • Phoenix, AZ 85018 • Tel: (602) 468-9667 • www.cfgllc.com
With a reputation as a leader in innovative and cutting edge estate planning and more than 20 years of experience, the Dana Law Firm's diverse practice extends beyond ordinary trusts, wills and other common estate planning documents. Not only does Dana Law Firm assist clients in the implementation of their own Estate Plan, we also assist in the Administration of an Estate, representing the executors and trustees to assist in settling the estate or administering the trusts after the initial clients have passed away. Dana Law Firm also has a litigation department that represents beneficiaries to ensure that the final wishes of the deceased are protected. We understand that estate planning is a very personal matter, and we provide knowledgeable and friendly lawyers and staff dedicated to developing a personal relationship with each and every client.
8817 E. Bell Road, #201 • Scottsdale, AZ 85260 • Tel: (480) 515-3716 • Fax: (480) 515-3829 www.danafirm.com
For over 50 years, Henry & Horne, LLP has helped businesses across the United States and internationally start, grow and thrive with their companies. With 13 partners and over 100 professional staff, we are committed to understanding our clients’ businesses and personal finances to help strengthen their financial performance. We provide business valuation; litigation support; healthcare practice consulting; cost segregation; estate trust & gift; international tax; research & development; state & local tax, and tax consulting & compliance services to closely held companies and individuals.
Founded in 1984, Jaburg|Wilk offers extensive experience, diversity in practice areas and the ability to think like a business owner. We are an Arizona mid-sized AV rated law firm, the highest rating that a law firm can receive. Our partners average more than 27 years experience in counseling entrepreneurs and businesses. This tremendous depth and scope of experience affords our clients practical, creative, cost-effective solutions to their legal challenges. Our intention is to cultivate a strong strategic partnership designed to optimize our clients' ability to focus on their businesses rather than legal challenges.
Asset Servicing | Asset Management | Wealth Management
Our Promise: "The Freedom to Focus on What Really Matters." We are wise, caring and compassionate partners who allow our clients to enjoy their most precious asset - peace of mind. We are unparalleled in our commitment to our clients' success. We are Northern Trust.
Nuveen Investments believes in conservative investing. The company’s purpose is to help people grow and preserve their wealth for a single reason: To secure their goals – Today and Tomorrow. To help financial advisors and clients succeed, we follow three guiding principles: Investment Discipline, Service Excellence and Continuous Innovation.
Tel: (800) 257-8787 • www.nuveen.com
PAAMCO is a leading independent fund of hedge funds investment firm dedicated to offering strategic alternative investment solutions to the world’s preeminent sophisticated investors. PAAMCO’s clients include large public and private pension plans, foundations, endowments, and financial institutions.
19540 Jamboree Road • Suite 400 • Irvine, CA 92612 • Tel: (949) 261-4900 • www.paamco.com
RBC Wealth Management is one of the leading full-service investment, advisory and wealth management boutiques in the United States. The Flader Wealth Consulting Group at RBC Wealth Management provides personal service and objective recommendations for their clients’ unique needs. In addition to assisting clients achieve their goals, we help them build, protect, enjoy and share their wealth.
2398 East Camelback Road • Ste 700 • Phoenix, AZ 85016
Rich Goldman Asset Management is a boutique independent investment advisory firm located in Scottsdale and serving individuals and families across the United States. Utilizing sophisticated yet conservative equity-based strategies, we deliver strong investment returns ? measured in absolute terms rather than against industry benchmarks ? in virtually all market conditions. We actively monitor our investments and fine-tune our investments to maximize performance. Rich Goldman manages every portfolio personally.
7373 East Doubletree Ranch Road • Suite B155 • Scottsdale, Arizona 85258 • Tel: 8480.471.5444
SMS Financial is a privately held company focusing on the acquisition and recovery of commercial and consumer non-performing loan based assets.
We maintain a flexible and collaborative approach to the purchasing and servicing of loans, making us the best solution for institutions seeking to sell or outsource their loan portfolios. As a private company, we are committed to confidentiality, integrity and responsiveness with all of our transactions.
2645 North 7th Avenue • Phoenix, AZ 85007 • Tel: (602) 944-0624 • www.smsfinancial.net
With currently more than $9 billion in assets under administration, South Dakota Trust Company LLC (SDTC) offers pure trust administration without any investment products, working with whomever the client/advisor wishes regarding investments, insurance and custody. As a result of South Dakota’s unique trust, asset protection, income tax, and private family trust company laws, SDTC works with families all over the globe, serving as trustee, as well as, corporate and/or trust agent for family-owned private trust companies. Pierce H. McDowell • III President South Dakota Trust Company • LLC 201 South Phillips Avenue Suite 200 Sioux Falls, SD 57104 • Phone (605) 271-5020 • Fax (605) 274-9200 •
Weiner Insurance is an independent agency with offices in Chicago and Phoenix focused on executive and employee benefits programs with an estate planning focus. Our third generation firm has broad access to all providers and emphasizes service, choice and experience.
11333 N. Scottsdale Road • Ste. 105 • Scottsdale, AZ 85254 • Tel: 480 998 7900 • www.weinerinsurance.com
Based in Boston, Westfield Capital Management is an investment management firm offering a variety of growth equity products to service the diverse investment needs of our institutional and private clients.