The co-president of the Family Office Association (FOA), Jennifer Katrulya is a partner at Citrin Cooperman, a national advisory and CPA firm, where she is responsible for developing strategic and channel relationships for the firm.

Tom Marchant, co-founder and owner of Black Tomato, truly understands ultra-high-net-worth clients and how to bring them something they can’t get elsewhere, regardless of the price tag. 

After author, speaker, philanthropist and investor Jennifer Risher's own family had a wealth creation event, she wrote a book on the impact of wealth on identity and relationships. 

Shannon Saccocia, CIO of Neuberger Berman Private Wealth, has spent her career in wealth management, serving high-net-worth and ultra-high-net-worth clients. In her role, Saccocia works with clients to understand and define the asset allocation that best fits their investment approach.

Fran Seegull is president of the U.S.