Pathstone

Crestone Capital LLC is an independent multi-family office with more than 30 years of experience that delivers wealth management services to an exclusive network of entrepreneurs, business owners and their families. The team at Crestone Capital delivers a suite of fully integrated investment management and wealth advisory services to families looking to protect and enhance their wealth and define their legacy. With more than $3 billion in assets under management, the team combines institutional knowledge with a personalized, boutique approach to serve clients as fiduciaries, putting their needs and interests first. Crestone is 100% employee owned, with offices in Boulder, Denver, Austin, and Los Angeles. Learn more at CrestoneCapital.com.

Veritable LP is an employee-owned investment management firm based in Newtown Square, Pennsylvania, founded in 1997. The company primarily serves high net worth individuals and families, but also manages accounts for pension plans, profit-sharing plans, pooled investment vehicles, charitable organizations, and corporations. Veritable LP focuses on creating client-specific equity and fixed income portfolios, investing in public equity and fixed income markets worldwide. The firm is recognized for providing unbiased and integrated investment solutions tailored to the unique needs of its diverse clientele.

Rex Capital Advisors provides investment advisory and customized family office services.

Dyson Capital specializes in wealth management consulting, offering tailored investment strategies that align with the distinct goals and objectives of each client. The firm aims to maximize the benefits of wealth while minimizing administrative burdens through a comprehensive suite of financial services, which includes financial planning and portfolio management for individuals and small businesses. Dyson Capital employs a value-oriented investment philosophy, focusing on asset allocation across various metrics and identifying top-tier managers to mitigate the risk of permanent capital loss.

Advisor Software, Inc. specializes in providing wealth management solutions tailored for the advisor market. The company has developed a comprehensive enterprise rebalancing solution and a goal-directed financial planning platform that incorporates institutional-caliber analytics and a holistic balance sheet approach. Its applications cater to a diverse array of financial institutions, including asset management firms, broker-dealers, banks, and insurance companies. These tools enable advisors to offer a goal-based investment program targeted at mass-affluent clients, featuring household assessments, goal-based asset allocation, discretionary managed accounts, and an advisor workflow for delivering and managing goal-based advice. Additionally, Advisor Software offers GoalGami, a direct investor destination that empowers clients and prospects to actively participate in the financial planning process by creating personalized goal plans.

Cornerstone Capital Group is an investment advisory and wealth management firm based in New York, with an additional office in Denver. Founded in 2013, it provides services to individuals, family offices, endowments, and foundations. The firm specializes in corporate advisory services, assisting organizations in effectively engaging shareholders and stakeholders on key sustainability initiatives. In addition to its advisory services, Cornerstone conducts proprietary research to identify emerging issues that may impact investment performance over the medium to long term. As a registered investment advisor and a certified women-owned business, Cornerstone Capital Group emphasizes a commitment to responsible investment practices.

Hall Capital Partners LLC is an independent investment advisor based in the United States, established in 1994. The firm specializes in building and managing customized global multi-asset class portfolios for families, endowments, foundations, and institutional clients. With approximately $22 billion in assets under management, Hall Capital Partners employs around 125 professionals across its offices in San Francisco and New York. The firm's focus is on delivering tailored investment strategies that meet the unique needs of its diverse clientele.