Tenth Family Wealth Report Family Office Investment Summit 2024

Howard Insurance offers customized protection solutions designed for families and institutions with complex insurance needs. Our insurance portfolios work with and enhance the overall
wealth protection and preservation strategies of our clients. We understand insurance needs at each stage of a complex financial life. Our insurance solutions are rooted in experience over three generations of working alongside families and individuals who have built and preserved wealth. Leaders in private insurance advisory and risk management, we pair deep expertise with sincere attention to our clients' needs. To learn more, visit www.howard-insurance.com

The Bahamas Financial Services Board (BFSB), launched in April 1998, represents an innovative commitment by the financial services industry and the Government of The Bahamas to promote a greater awareness of The Bahamas’ strengths as an international financial centre. BFSB represents and promotes the development of all sectors of the industry, including: banking, private banking and trust services, mutual funds, capital markets, investment advisory services, accounting and legal services, insurance, and corporate and shipping registry. In addition to its coordinated programs to increase confidence and expand knowledge of The Bahamas among international businesses and investors, the private sector- ed BFSB will continue to consult with government to develop new initiatives to meet the rapidly changing demands of international financial markets.

Coolwater Capital is the "Y Combinator for emerging VCs". We run an accelerator for emerging VC fund managers and invest into this early-stage science and technology ecosystem: as a limited partner, into General Partnerships, in fund management companies, and also directly into tech companies. We have incubated and helped launch >200 funds which have collectively raised >$2b. Our GPs collectively have backed >5,000 companies, making us indirectly the largest accelerator in the world. We are the highest-rated accelerator for fund managers, with a Net Promoter Score of 83. We are backed by investors with expertise in private equity, VC, and hedge funds, as well as leading tech industry executives.

ProFundCom helps financial institutions raise and preserve AuM using digital marketing analytics. ProFundCom has been built using expertise and best practice from within the financial services industry. Our marketing analytics focus solely on the asset/investment management space and offer an integrated solution across all digital properties. We understand email/web traffic patterns of investment management clients and how you can leverage these behaviours.

The UHNW Institute was founded in 2019 to transform the wealth management industry to better serve ultra-high-net-worth families as they continue to evolve. As a nonprofit think tank and learning exchange, the UHNW Institute is elevating the wealth management industry to a new standard so that advisors and families can foster prosperous and meaningful relationships from one generation to the next. The UHNW Institute offers unbiased thought leadership, peer-to-peer collaboration, original content and programming, and more.

smartKYC’s AI software is used by banks to automate customer due diligence whether for remediation, onboarding, refresh or continuous monitoring; our technology drives faster, better, and more cost- effective KYC at every stage of the relationship – liberating human effort to focus on decision-making rather than laborious screening and research. smartKYC integrates all relevant KYC sources - external watchlists, media archives, open web search, private company data, internal blacklists and, like a human, it reads everything and extracts useful intelligence in the form of facts. smartKYC presents facts about risks like adverse media, but also provides insights into information like source of wealth, network risk and even ESG misdemeanours. Sophisticated hit scoring maximises relevance and minimises false positives. All of this is done at speed and at scale and, as such, straight through processing opportunities become obvious. In refresh or continuous monitoring mode, smartKYC watches only for net new risks as they emerge and never repeats what is already known.