Platinum Sponsor

U.S. Trust

For wealthy individuals and families with complex wealth management needs, U.S. Trust offers innovative and customized financial solutions to help meet unique lifestyle, family, business and philanthropic goals. As a strategic partner, we deliver a coordinated team approach backed by more than 200 years of experience and the resources of one of the world’s largest financial institutions, working with advisors to understand and address their clients’ needs. We apply deep wealth management expertise and financial acumen to deliver across a comprehensive range of capabilities, including Wealth Structuring, Investment Management, Customized Credit and Banking, Legacy and Philanthropy, and Family Office services.

For more information, call Dale Edmunds at 617-434-3328 dale.c.edmunds@ustrust.com or visit us at www.ustrust.com

Platinum Sponsor

MFA – Moody, Famiglietti & Andronico

If you are looking for insight beyond traditional, nuts and bolts accounting, take a close look at MFA. Our commitment to client service guides everything we do and when combined with our deep expertise, critical guidance and unique insights, it makes us a highly attractive alternative to the Big 4 and national CPA firms. Clients rely on MFA’s exceptional tax, audit and consulting services, but stay with us year after year because of our value as a proactive and trusted business advisor. Through our affiliate companies, MFA’s core offerings are further enhanced by a unique suite of specialized practices that includes wealth management, retirement plan advisory, compliance and internal controls, IT consulting, valuations, fraud and forensic accounting and professional staffing.

For more information, please contact Julie Desrosiers at 978-557-5324 or jdesrosiers@mfa-cpa.com.

Gold Sponsor

Tarlow Breed Hart & Rodgers, P.C.

Silver Sponsor

Bainco International Investors

Silver Sponsor

Enterprise Bank

Founding Sponsors

TrustDesign

TrustDesign is a private wealth planning firm. Planning is our core service, something we have done on a fee basis for nearly 25 years. Our planning services are tailored for high income professionals and successful families, many of whom are business owners. Business ownership adds a number of complex challenges, which impact a family’s financial picture. TrustDesign is especially well-suited to prepare a family to respond to these challenges. Our planning services include:

• Retirement income planning,
• Advanced estate and income tax planning which we refer to as Wealth Preservation and Legacy Planning,
• Exit Planning for business owners, and
• Philanthropic planning.

When the families we serve move from planning to implementation, we assist with investment and/or personal insurance design and placement.

Our philosophy about planning:
We believe in the power of Discovery and begin with an organized, disciplined planning process.  Through planning, we help our clients:

• Articulate their financial vision, purpose, and goals;
• Organize the complex sea of personal investments, taxes, expenses, cash flow and legal structures into a clear, comprehensible financial picture;
• Realistically model various future scenarios to account for risks and opportunities;
• Make otherwise difficult financial decisions straight-forward and empowering; and
• Actively adjust the plan to changing circumstances and opportunities that develop over time.

Planning makes decisions simple and clear, which may otherwise be complex and overwhelming. Over and over again we have experienced with our clients how planning cements vision and drives implementation.  For more information, please contact Daniel A. Guglielmo at dan@trustdesign.com.

Trek Consulting

Trek’s consulting clients are intangible-intensive companies in services, technology, healthcare and construction. The firm’s typical client is a private company looking to double in value over the period of a few years, often as preparation for exit planning and ownership transition. Engagements leverage the firm’s tools for measuring, managing and monetizing intangible capital, the class of knowledge assets that makes up 80% of the value and 100% of the competitive advantage of the typical company today. Trek works with its clients to identify the components of its intangible capital infrastructure, make plans to grow/improve it, and often stays involved to help the company execute, adapt and reach its goals. Trek’s principals co-authored the breakthrough book, “Intangible Capital: Putting Knowledge to Work in the 21st Century Organization” (Praeger, 2010).

Morse, Barnes-Brown, Pendleton P.C.

Morse, Barnes-Brown & Pendleton, P.C. (MBBP) is a unique law firm that focuses exclusively on the core legal services businesses need to grow and succeed. MBBP’s business model provides its clients with access to highly experienced legal counsel in the areas of corporate and securities law (including M&A, Private Equity, Venture Capital), intellectual property (including Patent Prosecution), employment and immigration, and taxation (including tax controversy representation). While MBBP enjoys a reputation for having a special competency in representing technology related ventures, we counsel clients of all sizes and within many industries, including technology start-ups, emerging growth businesses, established manufacturing and business services organizations, and Fortune 1000 companies.

Host Sponsor

The Arthur M. Blank Center for Entrepreneurship

Entrepreneurship is more than just an academic discipline at Babson—it’s a way of life. Connecting theory with  practice, we infuse entrepreneurial thought and action throughout our curricula and co-curricular activities. The skills learned through our entrepreneurship programs are vital to the success of any business—large or small, public or private, corporate or nonprofit, local or global.

We are forever committed to trying innovative things in our integrated, experience-based learning environment. Our campus is a living laboratory, where we experiment, improve, and evolve how to teach entrepreneurial process and foster entrepreneurial mindsets. We then take what we learn from our students’ and executive clients’ experiences to accelerate the ever-extending outer frontier of the field of entrepreneurship education.

The Arthur M. Blank Center for Entrepreneurship at Babson, the first entrepreneurship center established at an academic institution, is a hub for entrepreneurial activity at Babson.