The Center for Wealth & Legacy™ is committed to helping successful business owners and families 'pass forward' their financial success along with their core values and virtues that created their wealth. The Center brings together a diversity of experience and professional backgrounds to identify and address the financial and legacy issues facing every business and family today. Our goals are to instill hope and provide a specific roadmap for continued success though the generations.

Through a variety of media and forums, The Center provides objective clarity, expertise and perspective to local, national and international audiences. Sponsors enjoy opportunities to speak to and to interact with our audiences and to participate in break out sessions at seminars, lead webinars, contribute to newsletters and other Center events.

• Demonstrate your commitment to helping business owners and families in our community by supporting this non-profit organization.
• Increase your exposure with our audiences and in our community by having your brand appear on The Center website, handouts and materials.
• Create relationships with top business owners and families and their professional advisors in our community as you network at Center events.
• Showcase the value your services and products add to the business owners and families comprehensive wealth and legacy transfer planning.
• Build a lasting alliance with The Center that will go well beyond a one-time event.

• "In this changing world where specialization is now common, it is often difficult to keep up with the changes and to determine how they affect your business. To maintain a position of leadership, our associates at Gatto, Pope & Walwick stay in touch with the market and our client needs through a combination of in-house and outside educational instruction. Our CPA firm, founded in 1983, is renowned for our ability to solve problems and provide solutions for our clients. We are very excited to contribute to the “Wealth & Legacy Seminar Series” that is providing objective clarity, and hope for the business families we serve. We know that reacting to change is not enough, and so we must remain proactive at all times. After all, preparation and anticipation are key components of success."

• Edward G. Masters
• Executive Consultant | MAP - Management Action Programs

Legacy Sponsor - $10,000

As a Legacy Sponsor, you are supporting The Center, its Wealth & Legacy Series seminars, and all of The Center’s endeavors to enhance our family businesses and our community. Benefits include:

• Honorary member of The Center’s Advisory Group
• Participation in strategic planning for The Center
• The advantage of personal consultation with any member of the Advisory Group
• Branding opportunities with all of The Center’s Wealth & Legacy Series seminar events and all of The Center’s endeavors
• Benefits listed below enjoyed by the Underwriting and Event sponsorships

As an Underwriting Sponsor, you are sponsoring the next four Wealth & Legacy Series seminars presented by The Center in conjunction with the University of San Diego and the Family Business Forum. Benefits include:

• Your name and website link listed on The Center website
• Your logo on the event page of the website
• Your logo included on the invitations, power point, and handout materials for each of the four Wealth & Legacy Series seminars and other Center events
• Your one page handout of your services distributed at each of the four Wealth & Legacy Series seminars and other Center events
• Name recognition by the moderator at each of the four Wealth & Legacy Series seminars
• Your presence in a booth/table when booths/tables are available.
• Invitation for five of your best clients to attend each of the four Wealth & Legacy Series seminars as your guest without charge

As an Event Sponsor, you are sponsoring an event for business owners and our community being presented by The Center. Benefits include:

• Your logo on the event page of the website
• Your logo included on the invitations, power point, and handout materials for the event being sponsored
• Name recognition by the moderator at the event being sponsored
• Invitation for two of your best clients to attend the event being sponsored as your guest without charge