Lake Street Advisors has been providing wealth management and legacy planning for entrepreneurs and executives since 2003.

From years of working with founders, CEOs, and early investors, they have significant experience with financial strategies unique to early-stage and growth-stage companies. With a focus on exceptional service and bottom line results, Lake Street’s team of experienced advisors and professionals integrate holistic financial advice with investment management to offer personalized wealth management services that align with their clients’ goals at every stage of life.

Deloitte provides audit, consulting, tax and advisory services to many of the world’s most admired brands, including nearly 90 percent of the Fortune 500 and more than 7,000 private companies.

They work across the industry sectors that drive and shape today’s marketplace delivering measurable and lasting results that help reinforce public trust in our capital markets, inspire clients to see challenges as opportunities to transform and thrive, and help lead the way toward a stronger economy and a healthier society. Building on more than 175 years of service, their network of member firms spans more than 150 countries and territories. 

First Republic was founded in 1985 by Jim Herbert, Chairman and CEO, on the belief that a truly differentiated culture devoted to exceptional client service would result in a very successful banking business.

By their 35th anniversary, in July 2020, First Republic had over 5,000 colleagues across more than 80 offices in seven states. Through organic growth, First Republic has become the 14th largest U.S. bank with an enterprise value greater than $19 billion. This represents a record of growth in total enterprise value of 25% per annum compounded for 35 years.

TriNet provides businesses with HR solutions including payroll, benefits, risk management and compliance — all in one place.

TriNet is a professional employer organization that provides small and medium-size businesses (SMBs) with full-service HR solutions tailored by industry. To free SMBs from HR complexities, TriNet offers access to human capital expertise, benefits, risk mitigation and compliance, payroll and real-time technology. From Main Street to Wall Street, TriNet empowers SMBs to focus on what matters most—growing their business.

T3 Advisors, A Savills Company, was founded on a single idea—to create a real estate company that was purpose-built exclusively for innovators.

Their real estate services include tailored brokerage, location advisory, portfolio planning, consultative insights, project management, and ongoing workplace support. Placed at the center of innovation ecosystems with offices in San Francisco, Palo Alto, NYC, and Boston, T3 Advisors, A Savills Company has advised thousands of companies globally, including LinkedIn, HubSpot, ASICS, AutoDesk, WorkDay, and Battery Ventures. 

WilmerHale is a leading, full-service international law firm with 1,000 lawyers located throughout 13 offices in the United States, Europe and Asia.

Their lawyers work at the intersection of government, technology and business, and remain committed to our guiding principles of:

– providing quality, world-class legal and client services; 

– developing diversity among our lawyers and staff; fostering an environment that promotes an entrepreneurial spirit, collaboration and collegiality by drawing on the exceptional talents and varied experience of our lawyers; 

– encouraging lawyers and staff to perform public service and give back to the community through pro bono work, government service, service to the bar, teaching, and supporting public institutions and charitable organizations; and 

– hiring and retaining exceptionally talented lawyers who possess the common trait of outstanding academic and personal achievements.