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What Our Sponsors Are Saying

University of San Diego:

"The University of San Diego Family Business Forum has been working in support of San Diego's family businesses for more than a decade. Our sole purpose is to enhance the strength and survivability of family owned and managed business in San Diego. We are dedicated to serving our membership with opportunities to learn and grow through the personal and business challenges that they face. Our seminar series partner, the Center for Wealth & Legacy Studies™ plays an important role in our mission, and their expertise in the area of wealth and legacy management is invaluable to the family business community."

Jodi Waterhouse
Manager
Corporate & Professional Education
University of San Diego
Office of Corporate & Professional Education

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Community Support

All proceeds will be utilized by the Center for Wealth & Legacy to continue working with our San Diego community’s businesses by instilling hope and providing a specific roadmap for their continued success throughout the generations.

Disclaimer

The information contained on this site does not constitute tax or legal advice, and should not be relied upon for such purposes. The Center for Wealth & Legacy makes no claim regarding the accuracy, completeness, or reliability of the content of this site.

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Inspiration Awards
The Center Gives Back
Underwriting Sponsors

Gatto Pope

Event Sponsors

In Kind Sponsors

San Diego News Network SDNN.com

 

5 Element Consulting, Inc.

 

Wealth Legacy Group, LLC

Exeter 1031 Exchange Services, LLC

Market Pointe Realty Advisors

Be a Part of the Success!

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.

Why Be A Sponsor

  • 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.

What Our Sponsors Are Saying

Gatto, Pope & Walwick, LLP

"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."

Daniel J. Gatto, CPA
Gatto, Pope & Walwick, LLP 

The Choice Of Sponsorship

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 private 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
  • Participation in submitting post’s to SDNN and The Center’s blog
  • All the Benefits that listed below that are enjoyed by the Underwriting and Event sponsors

Underwriting Sponsor - $ 3,500

As an Underwriting Sponsor, you are sponsoring the next four Wealth & Legacy Series™ seminars presented by The Center.

Benefits include:

  • Your name and website link listed on The Center website
  • Your logo on The Center website
  • Your logo included on the invitations, power point, handout materials and signs 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™ seminar 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
  • One blog post on SDNN Wealth Legacy Sponsored Blog and three blog posts on The Center' Blog
  • Invitation for five of your best clients to attend each of the four Wealth & Legacy Series™ seminars as your guest without charge

Event Sponsor - $ 1,000

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 Center website
  • Your logo included on the invitations, power point, handout materials and signs for the event being sponsored
  • Three blog posts on The Center website Blog
  • 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

Spotlight Sponsor - $ 500

As a Spotlight Sponsor, you are sponsoring the “Spotlight on Legacy” segment of an event for business owners and our community being presented by The Center.

Benefits include:

  • Your logo on the Center website and on the sponsor sign
  • Name recognition by the moderator during the segment at the event being sponsored
  • Invitation for two of your best clients to attend the event being sponsored as your guest without charge

Dining Sponsor - $ 300

As a Dining Sponsor, you are sponsoring the dining and networking experience for our guests at an event for business owners and our community being presented by The Center.

Benefits include:

  • Your logo on the Center website and on the sponsor sign
  • Name recognition by the moderator during the segment at the event being sponsored
  • Special signing on the food and beverage tables
  • Invitation for one of your best clients to attend the event being sponsored as your guest without charge

Friend of The Center - $ Amount of your choosing

As a Friend of The Center you can support and sponsor the Center’s efforts to help business owners and our community.

Benefits include:

  • Your logo on the Center website
  • Name recognition by the moderator during Center events

A Sponsored Blog  - $ 50 per month

With a Sponsored Blog on The Center’s website, your message can reach and help more business owners and business professionals. Post your sponsored blog with information that is important to the business community. Increase the value you provide business owners in our community, the exposure of your brand to business owners and professionals and the SEO for your website.  Publish articles, pictures, video and links.

Benefits include:

  • Unlimited blog posts on 'your own' Sponsored Blog
  • Unlimited links back to your website for increased SEO