UNPARALLELED ACCESS TO ADVISORS OF THE SUPER-RICH MEDIA KIT 2018 DIGITAL PRINT EVENTS PW-MAG.COM

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1 UNPARALLELED ACCESS TO ADVISORS OF THE SUPER-RICH MEDIA KIT 2018 DIGITAL PRINT EVENTS PW-MAG.COM

2 Editorial Excellence CROSS-PLATFORM MARKETING OPPORTUNITIES Showcase your brand in one or more of our publications, websites and e-newsletters. magazine hosts a variety of one- and two-day conferences for advisors that focus on retirement planning, alternative investing, women in wealth management, smart beta strategies and impact investing. 4th Annual INVEST IN WOMEN 9th Annual INSIDE RETIREMENT 9th Annual INSIDE ALTERNATIVES 3rd Annual SMART BETA STR ATEGIES SUMMIT 7th Annual IMPACT/SRI & ESG INVESTING 2

3 Private Wealth: Influential Audience TARGETED AUDIENCE All Segments Of The Target Audience Are Advising Or Influencing Wealthy Clients And/Or Families With A Minimum Net Worth Of $20 Million. FALL ADVISING THE EXCEPTIONALLY AFFLUENT A BIGGER UMBRELLA Katie Nixon Suzanne Shier Dave Blowers and Dave Fox of Northern Trust. NORTHERN TRUST PROACTIVELY HELPS CLIENTS PROTECT THEIR FAMILIES, ESTATES, BUSINESSES AND LEGACIES. LUXURY HOMES FORECLOSED BENCHMARK-BEATING HEDGE FUNDS ESTATE PLANNERS FACE TEST TUBE QUANDRY CIRCULATION: 30,000 TARGETED READERSHIP Types Of Firms Readers Own Or Work For Family Office, Wealth Advisory, Private Banking & Trust 52% Accountants, Attorneys, Estate Planners 20% Other Product & Service Providers, Centers of Influence 15% Insurance 15% Source: 2017 Advertising Awareness Study, Signet Research 3

4 A+ Private Wealth: Influential Audience PW Readers Are Experienced Advisors With Established Practices Average Client Account Value Per Reader: $59.8 Million Average Amount of Assets Readers Personally Manage: $259.9 Million WINTER ADVISING THE EXCEPTIONALLY AFFLUENT TRUMP S TAX-CUT PLAN ENERGY S CLEAN INVESTMENTS A PE FUND OF YOUR OWN Randomness, Rocks & Wealth LISETTE COOPER S JOURNEY TO ATHENA CAPITAL WASN T A STRAIGHT LINE. INSTEAD, IT REVEALS A LIFE FULL OF AMAZING TWISTS AND TURNS. Lisette Cooper, Founder, CEO and CIO at Athena Capital Advisors Tenure In The Financial Services Industry + +A Readers With 10 Or More Years 76% * + +A + 23 Average Years In The Industry Clients Readers Personally Advise 74 * Products Personally Recommended In The Past 12 Months *Source: 2017 Advertising Awareness Study, Signet Research 4

5 2018 Editorial Calendar EDITORIAL FOCUS ISSUE FOCUS BONUS CONFERENCE DISTRIBUTION CONTENT MARKETING CONTENT MARKETING DUE AD SPACE MATERIALS DUE MAIL DATE SPRING formerly IMCA SUMMER Print Advertising Awareness Study FALL formerly IMCA Private Wealth Forum WINTER 2019 formerly IMCA Subject to change COVER STORY FINDING THE RIGHT HEDGE FUND BUNKER TIME How are the uber-wealthy preparing themselves for disaster? BY THOMAS M. KOSTIGEN GLITZY BACKYARD BUNKERS REPLETE WITH flat-screen televisions, billiard tables and underground swimming pools. Bulletproof SUVs that can smash through walls and trample cars. Safe rooms with satellite communication equipment. Aviation and marine evacuation services, personal medical hotlines, as well as private security staff. Or, how about an underground, Cold War-era missile silo converted into a luxury survival condo resort, complete with a medical facility, shooting range, rock-climbing wall and dog park and, of course, the ability to withstand a nuclear blast? These are all part of a growing menu of high-end emergency preparedness offerings that high-net-worth individuals and their families are opting for in the face of encroaching disasters and potential political uprisings. Once the domain of wackadoo zombie apocalypse types, emergency preparedness has gone mainstream and is going high end. Gwyneth Paltrow, Mark Zuckerberg, Ralph Lauren and Glenn Beck are among a cadre of rich and famous people who are reportedly taking prepping more and more seriously. Bespoke emergency preparedness kits are even being sold at Restoration Hardware, at New York City SoHo boutiques and by Upper East Side doyennes via Tupperware-like parties. In addition to the uptick in natural hazards and terrorist incidents, cyber warfare is another pressure point driving high-networth individuals to opt for defensive services and supplies. Five years ago it was a different world, says Dale Buckner, the chief executive of Global Guardian, who works with 79 highnet-worth families and 28 family offices to provide emergency response and security solutions. Now, he says, internet profiling creates more hostage and ransom scenarios, never mind physical intrusions. And the idea of virtual calamity keeps people mindful about other problems on the rise and makes them want to prep. Climate change is exacerbating extreme weather events. Charged political environments are fostering uprisings and riots. Terrorism, of course, incites fears of random acts of violence. This all brings emergency preparedness front and center in today s world. THE RISE OF CLEAN POWER UNLOCKING THE POWER OF GIVING I HAVE A TRUST? 16 PRIVATE WEALTH MAGAZINE SPRING SPRING 2017 PRIVATE WEALTH MAGAZINE 17 SHINING BRIGHT ON THE HNW ART MARKET 5

6 2018 Print Advertising PRINT RATES FOUR-COLOR 1X 2X 4X COVER RATES For pricing of high impact and unique units such as false cover tips, gatefolds and sponsored content, please contact your sales rep. Add $300 for spot colors Preferred or special positions add 10% Bleed add 10% Inserts rates available upon request All rates are commissionable AD SIZES Full Page Spreads Live Area ¼ ½ ¾ ½ ¾ ½ ½ ½ ¼ ¾ Digital File Specifications for Print MEDIA PREFERRED FORMAT: PDF PROOFS FTP INSTRUCTIONS AD MATERIAL QUESTIONS? SEND AD MATERIALS TO: Private Wealth FOR MORE INFORMATION, CONTACT: Dawn Zarcaro at , ext. 22, or 6

7 2018 Content Marketing CONTENT MARKETING Private Wealth SPRING TRUSTS SUMMER ALTERNATIVES FALL CHARITABLE GIVING WINTER IMPACT INVESTING EACH FEATURE INCLUDES: A 300-word thought leader commentary and headshot A 100-word company description and logo A dedicated e-blast to our list of subscribers Online posting for 12-months with homepage menu listing Custom Publishing THOMAS V. VAN ROBAYS, J.D. President Dakota Guardian Trust SPONSORED CONTENT/ADVERTORIALS Whether you have contributed copy available or need support putting your message together, PW can assist in helping you deliver your message effectively to our readers. NATIVE CONTENT AND SPONSORED CONTENT OPPORTUNITIES A member of our editorial team will create a digital article highlighting the topic of your choice. Multiplatform placements include: Link on homepage, article featured in two newsletter editions and corporate branding. PATRICK G. GOETZINGER Partner Gunderson, Palmer, Nelson & Ashmore LLP Special Sponsored Section SOUTH DAKOTA TRUST ASSOCIATION THE SOUTH DAKOTA STORY The state s trust laws have evolved to meet modern wealth-transfer needs. HE CASUAL OBSERVER HAS PROBABLY ENCOUNTERED a South Dakota story without even knowing it. Such T stories have been told in Dances With Wolves and The Revenant, the television series Deadwood and Laura Ingalls Wilder s book, Little House on the Prairie. The next great story involves the massive transfer of wealth between generations and the preservation of that wealth through South Dakota s compelling modern trust law tools. The state s trust services industry has evolved to meet the demands of this wealth transfer, delivering more planning options, protection, control and flexibility than ever before. PROFILES Collaborative Wealth Management How It Started South Dakota s status as a trust friendly state for dynasty ANDREW J. KNUTSON In 1983, South Dakota repealed its rule against perpetuities, clearing the way for the dynasty trust, a multi- Gunderson, Palmer, Nelson & Ashmore LLP trusts is well known. Yet South Dakota s trust laws offer many Partner benefits in addition to dynasty trusts. As a practical matter, not generational estate-planning BRIDGEFORD tool TRUST that COMPANY, avoids federal a boutique and independent trust company with South Dakota Trust every wealthy family desires or needs a dynasty trust. So what powers, provides progressive trust administrative services to families across the United States and around other advantages are driving settlors, attorneys and financial death estate tax for assets held in trust forever. Because advisors to South Dakota? South Dakota s Asset Protection Dynamic Duo South Dakota also does advisors not through have South a Dakota s state industry income leading tax, modern trust laws, including directed trusts, self-settled South Dakota laws on asset protection trusts are very South Dakota s trust laws are the best in the country, but domestic asset protection trusts, trust protectors, and decanting. Leveraging these modern trust laws and the dynasty trust also avoids taxation on undistributed, settlor-friendly. The absence of a state income tax also motivates many settlors to locate their trusts in South Dakota. ness entity statutes for limited liability companies (LLC) and not to be overlooked are South Dakota s much heralded busi- South Dakota s powerful privacy provisions and favorable tax environment, Bridgeford Trust represents a retained income across new generations. and emerging wealth management service paradigm built around true independence, collaboration, and world-class capabilities. Another attractive feature is that families can continue to use limited liability limited partnerships (LLLP). A South Dakota their own financial advisors. High-net-worth families often have LLC or LLLP, owned by a South Dakota trust, is a common relationships with financial advisors that go back many years. and powerful asset protection shield. BTC TRUST COMPANY OF SOUTH DAKOTA (BTC TC) was established in response to our clients desire for SUMMER 2016 PRIVATE WEALTH MAGAZINE In the past, those advisors were usually cut out by corporate Both the South Dakota LLC and LLLP choices offer a in a variety of capacities, including Trustee, Directed or Administrative Trustee, Agent or Custodian. BTC trustees seeking to manage the assets in-house. Trust laws were substantial asset protection guard, primarily because a judgment creditor s sole and exclusive remedy against member TC is a state chartered trust department monitored by the Division of Banking in South Dakota. BTC TC not friendly to the concept of letting trustees shift investment responsibility ility to non-trustees. However, or partner is a charging order. A charging order limits the investment management needs of their clients. Delegated trusts the evolution of trust laws has given judgment creditor s remedy against a partner or member to a allow the use settlors more options than ever before. lien on the partner s or member s distributions from a LLC or CONCORD TRUST COMPANY is a state-chartered trust company focused on directed trustee services. We of the family s Corporate fiduciaries can now delegate LLLP. This prevents the creditor from seizing or selling assets serve high-net worth families, from both the US and overseas, with knowledgeable and discrete adminis- investment many functions including asset agement. Going a step beyond the so the disruption of the entity s business and investments due to a many other trust advantages. Unlike traditional trust companies with integrated wealth management, CTC does not control investment decisions or compete with families existing investment managers. Instead, we man- owned by the entity. The charging order creates a roadblock to trative trustee services that provide access to South Dakota and New Hampshire s asset protection, tax and management team. called delegated trust is the directed creditor-plagued member or partner. are directed by families or their advisors on asset disposition. This model permits families to concentrate on trust. This allows the settlor to parse South Dakota s charging order statutes are among the most strategic decisions, while we focus on administrative tasks. out different trust functions among several entities. SOUTH For example, protective DAKOTA in the country, primarily because TRUST such statutes (1) ASSOCIATION the investment function may rest with the settlor, an investment prohibit a court from expanding the remedy or issuing a broad THESE COMPANIES OFFER BEST-IN-CLASS SERVICES FOR ALL OF YOUR SOUTH DAKOTA TRUST NEEDS. Safeguarding what matters to you is what DAKOTA GUARDIAN TRUST is all about. Through a wealth of legal committee or other party distinct from the corporate trustee. charging order, (2) prevent judicial advantages, a broad spectrum of investment options, and outstanding professional trust services, we help bring Delegated trusts allow the use of the family s investment foreclosure of a member s or partner s South Dakota s your foresight to fruition. management team. The trustee, though, still maintains Bridgeford a level Trust of Company interest, and (3) deny other First legal Lawyers and Trust trust Company, laws arellc Meristem Trust Company, LLC oversight and responsibility. With a directed trust, the bridgefordtrust.com settlor can equitable remedies against firstlawyerstrust.com the entity. the best in the meristemfw.com/trust-co professionals through successful strategic partnerships. With our advisor friendly approach, we collaborate remove all investment oversight from the trustee. David Families A. Warren, like Additionally, JD, President and South CEO Dakota law Joel is Black, clear Executive country. Vice President Jon Crow, Partner/Vice President MTC this because they can keep their own financial teams dwarren@bridgefordtrust.com in place. that the charging order is the jblack@firstlawyerstrust.com judgment jcrow@meristemfw.com To learn more about our positively different structure, contact Dakota Guardian Trust at Corporate trustees like this because they have insulation from creditor s sole and exclusive remedy against the member s interest investment management liability beyond that of delegated BTC Trust trusts. Company in a of single South member/single Dakota owner First LLC. National Bank North Point Trust Company, LLC BTCSouthDakota.com fnbsf.com northpointtrust.com Established in 1885, THE FIRST NATIONAL BANK IN SIOUX FALLS remains the oldest and largest The trust-friendly framework in South Dakota has already There are many reasons to utilize a South Dakota entity and Adam D. Cox, Wealth Management Todd Wiles independent community bank in South Dakota owing its longevity to a combination of service, stability, attracted many families seeking to create dynasty trusts. trust beyond asset protection. Senior For example, Group Executive if you have thought wiles@northpointtrust.com Concord Trust Company, LLC innovation and family involvement. Our Trust & Investment Management Services group is recognized However, the trust environment in the state does indeed offer a about tax-efficient investing adcox@fnbsf.com through Private Placement Life concordtrustcompany.com as a regional leader with approximately $4 billion in assets, offering a full suite of wealth management great deal more than that one benefit. Families wishing to work Insurance, a South Dakota entity, Chip Martin, President properly structured, will allow Redstone Law Firm LLP services including personal trust administration, estate settlement, investment management, and dynasty trust with their chosen financial team on a generational cmartin@concordtrustcompany.com basis are you to qualify for South Dakota s First premium PREMIER tax Bank which is one of the redstonelawfirm.com services. Our in-house team of professionals includes attorneys, Chartered Financial Analyst charterholders discovering the benefits of locating their trusts in South Dakota. lowest in the nation. firstpremier.com Mr. Terry N. Prendergast, Esquire (CFA Jeff Rodman, VP Trust Marketing terry@redstonelawfirm.com Trust and Financial Advisors (CTFA ), all of whom are dedicated to serving the needs of our clients. Our CorTrust Wealth Management Whatever the goal, pairing a South Dakota LLC or LLLP with See our corporate profile and disclosure information on page 41. jrodman@firstpremier.com investment team works directly with our administrators to offer our clients an evidence-based approach free cortrustbank.com For more information, please visit ww.dakotaguardiantrust.com. a South Dakota trust provides families with a dynamic duo that John A. Heisler Sageworth Trust Company achieves a multitude of planning objectives. jheisler@cortrustbank.com Frontier Bank Trust Services of South Dakota, LLC Additional information can be found on our website, or by calling (800) See our corporate profile and frontierbk.com disclosure information on page 42. sageworth.com For more information, please Gary visit L. Popkes, Senior Vice President Timothy P. Brown, President & CEO Corundum Trust Company Life is full of possibility now and for future generations. Choosing the right trust professionals to help you garyp@frontierbk.com tbrown@sageworth.com centralbancorp.com manage and preserve your family s wealth is a critical step. FIRST PREMIER BANK is a community bank Jim Riswold, President that provides deep expertise, where our trust professionals offer decades of experience. Our bank enjoys jim.riswold@centralbancorp.com Generations To Generations, LLC South Dakota Trust Company LLC g2gconsulting.net sdtrustco.com that reaches beyond the foreseeable future. Wealth built to serve generations does best in the care of a Agatha Johnson, CFP CPWA, Certified Pierce H. McDowell III, President corporate trustee built to serve generations. Cutler Law Firm, LLP Executive Coach & Co-Chief Executive Officer cutlerlawfirm.com agathaj@prosperityconsulting.net Pierce@sdtrustco.com Jayna M. Voss, JD SUMMER PRIVATE WEALTH MAGAZINE SUMMER 2016 PRIVATE WEALTH MAGAZINE jaynav@cutlerlawfirm.com Great Western Bank Sterling Trustees LLC greatwesternbank.com sterlingtrustees.com Dakota Guardian Trust Kristi Metzger, SVP Wealth Management Antony Joffe, President dakotaguardiantrust.com Kristi.Metzger@greatwesternbank.com ajoffe@sterlingtrustees.com Thomas V. Van Robays, J.D., President tvanrobays@dakotaguardiantrust.com Gunderson, Palmer, Nelson The First National Bank in Sioux Falls & Ashmore, LLP Trust & Investment Management Services Delta Trust Company of South Dakota, Inc. gundersonpalmer.com fnbsf.com deltatrust.net Patrick G. Goetzinger, Partner Adam D. Cox, Wealth Management Todd J. Bernhard, Chief Executive Officer marketing@gpnalaw.com Senior Group Executive tbernhard@deltatrust.net adcox@fnbsf.com Liberty National Bank, Wealth Eide Bailly LLP Management Division The Kingdom Trust Company eidebailly.com libertynationalonline.com kingdomtrust.com Jessica Armstrong, Business Jerus J. Campbell, Esq. Charles (Bo) Ives, President Development Manager jerusc@libertynationalonline.com cives@kingdomtrust.com jarmstrong@eidebailly.com Lindquist + Vennum LLP Trident Trust Company (South Dakota) Inc Equity Trust Company lindquist.com tridenttrust.com trustetc.com Mary A. Akkerman Alice Rokahr, President Michael Dea, President makkerman@lindquist.com arokahr@tridenttrust.com m.dea@trustetc.com ext Lynn, Jackson, Shultz & Lebrun P.C. Woods, Fuller, Shultz & Smith P.C. First Bank & Trust Wealth Management lynnjackson.com woodsfuller.com bankeasy.com McLean Thompson Kerver Lisa J. Maguire, Esq. Robin Aden, JD, CTFA, AEP mkerver@lynnjackson.com Lisa.Maguire@woodsfuller.com robin.aden@bankeasy.com SUMMER 2016 PRIVATE WEALTH MAGAZINE 2018 Advertising Awareness Study Private Wealth will partner with Signet Research Inc. to conduct an advertising awareness study in the Summer issue. CALL YOUR SALES REPRESENTATIVE FOR MORE INFORMATION. 7

8 2018 Digital Advertising DIGITAL OPPORTUNITIES PW-Mag.com Run of Site Units High-Impact Interstitial Unit Interstitial New full screen version is now available at the same rate! Exclusive Run of Channel Sponsorship Package Monthly Channel Sponsorship Includes: RATE: $3,000/MONTH Available Channels For Sponsorship: Customized Campaign Send your customized marketing message to our opt-in subscriber list. MON.-THURS. SENDS: $3,500 FRI.-SUN. SENDS: $1,750 All rates provided are net. 8

9 2018 Digital Advertising PW News Private Wealth PW Half Page 100% SOV RATES: $3,500 PER EDITION $7,500 WEEKLY SPONSORSHIP $24,000 MONTHLY SPONSORSHIP (minimum 12 editions) PW News: Special Edition Sponsorships Top Stories of the Month Half Page RATES: $3,500 PER EDITION $7,500 QUARTERLY SPONSORSHIP (3 EDITIONS) Estate Planning News Wealth Management News Half Page RATE: $3,500 PER EDITION Whitepaper Distribution Private Wealth PW All placements will be scheduled at our discretion. RATES PER MONTH: 1X - $1,500 3X - $1,200 6X - $1,000 12X - $900 Lead Generation Program Elements that may be included in your customized program: All placements will be scheduled at our discretion. RATE: $150/LEAD CREATIVE SUBMISSION: digitalops@fa-mag.com TECHNICAL QUESTIONS: Contact Keith Huryk at , ext. 20 or keith@pw-mag.com 9

10 2018 Digital Advertising Webcast Events formerly IMCA Brief definitions and pricing for each level is listed below. Please contact your representative for a complete list of entitlements. SPONSORSHIP LEVEL Private Wealth RATE: $10,995 Please note that if your event will require assistance above and beyond our usual services, an additional fee may apply. MEDIA PARTNERSHIP LEVEL Private Wealth Private Wealth Private Wealth Private Wealth RATE: $15,995 Please note that if your event will require assistance above and beyond our usual services, an additional fee may apply. CUSTOM LEVEL Private Wealth Private Wealth RATE: $19,995 Please note that if your event will require assistance above and beyond our usual services, an additional fee may apply. All rates provided are net. 10

11 2018 4th Annual INVEST IN WOMEN April 30-May 2 Hilton Americas Houston 9th Annual INSIDE ALTERNATIVES September Wynn Las Vegas 7th Annual IMPACT/SRI & ESG INVESTING September 24 Wynn Las Vegas 9th Annual INSIDE RETIREMENT September Wynn Las Vegas 3rd Annual SMART BETA STR ATEGIES SUMMIT Date and Location TBD 11

12 FALL ADVISING THE EXCEPTIONALLY AFFLUENT A BIGGER UMBRELLA Katie Nixon Suzanne Shier Dave Blowers and Dave Fox of Northern Trust. NORTHERN TRUST PROACTIVELY HELPS CLIENTS PROTECT THEIR FAMILIES, ESTATES, BUSINESSES AND LEGACIES. LUXURY HOMES FORECLOSED BENCHMARK-BEATING HEDGE FUNDS ESTATE PLANNERS FACE TEST TUBE QUANDRY SPRING Diane Rogala ADVISING THE EXCEPTIONALLY AFFLUENT BUNKER TIME How are the uber-wealthy preparing themselves for disaster? IMPACT INVESTORS FIRED UP CELEBRITY ESTATES GONE WRONG HIDDEN DIRECT INVESTMENT RISKS SUMMER ADVISING THE EXCEPTIONALLY AFFLUENT From left, John Elmes, Matthew Fleissig and John LaPann of Pathstone Federal Street THE EQUITY SOLUTION Pathstone Federal Street believes clients benefit when its ownership is distributed to talented professionals. START-UPS BRACE FOR TRUMP ERA THE ART OF ART ADVISING DAVID ROCKEFELLER S IRONIC LEGACY