WealthTech
Companies at Jerry A. Kasner Estate Planning Symposium
60 organisations appear on Jerry A. Kasner Estate Planning Symposium's published sponsor and speaker listings. Here is the list, with the event's dates and location.
The essentials
Event details
- Dates
- 27 August 2026 to 28 August 2026
- Location
- Santa Clara, United States
- Venue
- Santa Clara Convention Center
- Industry
- WealthTech
- Companies listed
- 60
From the sponsor listing
Sponsors and partners (60)
- Wealth Council
- Baker Tily
- Silicon Valley Community Foundation
- harrison-llp
- CBIZ
- The Bryn Mawr Trust C. of Delaware
- Abbott, Stringham & Lynch
- Citizens Private Wealth
- Anderson Yazdi Hwang Minton + Horn LLP
- Enterprise Trust Company
- Bernstein Private Wealth
- Bank of America Private Trust
- BNY Mellon Wealth Management
- Berliner Cohen LLP
- CIBC U.S
- Bessemer Trust
- Fiduciary Trust International
- BMO Wealth Management
- Capital Group Private Client Services
- Hoge Fenton
- McDowall Cotter, APC
- Crist, Biorn, Shepherd & Roskoph
- Evercore Wealth Management
- Ramsbacher Prokey Leonard
- Weber and Company LLC
- Whittier Trust
- Alliance Trust
- AltaView Advisors
- American Heart Association
- Bonhams
- Bridgeford Trust Company
- The Catholic Community Foundation
- Crawford Trust Company
- D4 Fiduciary
- Empire Valuation Consultants
- EstateWorks Systems
- Fiduciary Accounting Services
- Geffen Real Estate
- Glenmede Trust Company of Delaware
- Guide Dogs for the Blind
- Hagerty Insurance
- Heritage Auctions
- JAMS
- JMPO
- LEAP Legal Software
- (MPI) Management Planning, Inc
- Marin Community Foundation
- National Philanthropic Trust
- New Hampshire Trust Council
- North Point Trust
- Northern Trust
- Parasec
- Rehabilitation Care Coordination
- San Francisco Foundation
- Signature Resolution
- South Dakota Trust Company
- Sterling Foundation Management
- Stout Risius Ross, LLC
- Tony Rishell Real Estate Wealth
- True Estate Loans
Last checked 2026-08-08.
Ahead of the event
From the published list to a ranked target list
Jerry A. Kasner Estate Planning Symposium names 60 organisations. Your team needs the people in them who match your ICP, ranked, with account context, in the sequencer it already uses. Luminik sources the attendee picture from the event's public directory and the organisations around it, enriches it against your ICP, and sequences it weeks ahead of the event. Capture at the event writes straight to Salesforce or HubSpot the same day, and attribution ties the pipeline back to the spend.
Common questions
Frequently asked
- Which companies attend Jerry A. Kasner Estate Planning Symposium?
- Jerry A. Kasner Estate Planning Symposium names 60 organisations on its published sponsor and speaker listings, including Wealth Council, Baker Tily, Silicon Valley Community Foundation, harrison-llp, CBIZ.
- How many organisations sponsor Jerry A. Kasner Estate Planning Symposium?
- 60 organisations appear on the event's sponsor and partner listing.
- When and where is Jerry A. Kasner Estate Planning Symposium?
- 27 August 2026 to 28 August 2026 at Santa Clara Convention Center, Santa Clara, United States.
Jerry A. Kasner Estate Planning Symposium is a trademark of its organiser. This page is an independent summary of listings the event publishes. Luminik is not affiliated with the event.