Russ Alan Prince

Russ Alan Prince

Executive Director, Roundtable Family Office Network

Roundtable Family Office Network leadership and management

  • Selection and management of specialists
  • Coordination of all advanced planning activities
  • Liaison between specialists and financial advisors

Lifestyle Specialists

Peter Diamandis, MD

Peter Diamandis, MD

Vice Chairman and Co-Founder, Human Longevity, Inc.

Concierge medicine

  • Whole genome sequencing
  • Advanced clinical technologies
  • Comprehensive health exams

J. Craig Venter, PhD

J. Craig Venter, PhD

Co-Founder, Executive Chairman and CEO, Human Longevity, Inc.

Concierge medicine

  • Whole genome sequencing
  • Advanced clinical technologies
  • Comprehensive health exams

Daniel Carlin, MD

Daniel Carlin, MD

Founder and CEO, WorldClinic

Concierge health care

  • 24/7 immediate and direct access to your personal on-call doctor
  • Direct connection to a board-certified physician and your complete medical history
  • Private concierge telemedicine for consultation, diagnosis and treatment anywhere in the world advisors
  • Ongoing health and longevity planning, monitoring and preventive care
  • Immediate treatment capability with a custom Prescription Medical Kit

steve sims

Steve Sims

Founder and CEO, Bluefish

Executive concierge service

  • Arrangements for unique and memorable experiences
  • Luxury travel services
  • Access to otherwise inaccessible events, destinations and restaurants
  • Unparalleled experiences in corporate event planning

Carl Sheeler, PhD

Carl Sheeler, PhD

Managing Director, Berkeley Research Group

Family governance

  • Family business valuation
  • Intergenerational planning
  • Equity transfers with estate and gift tax issues
  • Liquidity event options and disruptions

Advanced Planning Specialists

Edward Renn

Edward Renn

Principal, Withers Bergman LLP

Domestic and international planning for private clients

  • Estate
  • Income
  • Charitable
  • Asset protection
  • International

Frank Seneco

Frank Seneco

President, Seneco & Associates

Life insurance for domestic and international high-net-worth clients

  • Traditional life insurance, including policy review
  • Premium financing
  • Sophisticated defined benefit plans incorporating life insurance
  • Writing agent for private placement life insurance and private placement variable annuities
  • Disability and loss of value policies

R. Wesley Sierk

R. Wesley Sierk

President and Co-Founder, Risk Management Advisors

Captive insurance company services

  • Property and casualty as well as health insurance captives
  • Preliminary and official feasibility studies
  • Onshore and offshore structuring
  • Ongoing management
  • Compliance

Douglass Lodmell

Douglass Lodmell

Managing Partner and Co-Founder, Lodmell & Lodmell

Integrated asset protection strategies

  • Asset protection trusts
  • Family limited partnerships
  • Limited liability companies
  • Workplace integrity packages

Heather Maki

Heather Maki

Insurance Specialist, Darton & Company

Personal property and casualty insurance products for high-net-worth families

  • Personal liability
  • Homeowners
  • Automotive and other land vehicles
  • Collectibles including fine art and antiques
  • Water vehicles including yachts
  • Equine insurance

Peter Sasaki

Peter Sasaki

Owner and Managing Member, CGS Financial Solutions

Private placement life insurance and private placement variable annuity platform

  • Assist in the establishment of customized insurance dedicated funds
  • Ongoing administration of the customized insurance dedicated funds
  • Customized insurance dedicated funds compliance

Richard Flynn

Richard Flynn

Managing Partner, FFO Business Management and Family Office

Administrative and family office support services

  • Tax compliance
  • Accounting and financial reporting
  • Bill paying
  • Full-service bookkeeping
  • Family office structuring and maintenance
  • Family office systems and processes
  • Special projects