Sponsors

Support the council.

Sponsorship puts a firm in front of 88 estate planning professionals across every discipline, eight evenings a season, plus the socials in between.

Our sponsors

The firms behind the council.

These firms support the council’s dinner meetings through the season. Each one links to its own website.

  • Linkenheimer CPAs & Advisors
  • Friedemann Goldberg Wargo Hess LLP
  • Camas Advice
  • Inman Family Wines
  • Exchange Bank Trust Services
  • West Coast Financial
  • Edward Jones
  • Exit Strategies Group
  • Anderson Zeigler
  • Willow Creek Wealth Management
  • Paula S. Hall, Attorney
  • Shannon Family of Wines
  • Wells Fargo Advisors
  • Pedroncelli Winery

Opportunities

Becoming a sponsor.

A sponsor is introduced from the front of the room, meets the membership over dinner, and is listed here for the season. Both levels include your own reservation for the meeting you sponsor.

Dinner meeting sponsor

$750per dinner meeting

For businesses that serve law firms, advisors, CPAs and trust companies — the people who advise high‑net‑worth clients.

  • A five-minute introduction by a council officer at the start of the meeting
  • Your name, logo, contact details and materials on every dining table
  • Your details and a link to your website on this site and in the council's email
  • Your own reservation for that dinner meeting

Wine sponsor

$500per dinner meeting

For wineries, beverage brands and anyone wanting cost‑effective exposure to the advisors of high‑net‑worth clients.

  • A five-minute introduction by a council officer at the start of the meeting
  • Your name, logo, contact details and materials on every dining table
  • Your details and a link to your website on this site and in the council's email
  • Your own reservation for that dinner meeting

Or supply one case of red and one case of white in place of paying.

Venues

Hosting a dinner meeting.

The council’s members host client events, recommend venues, and refer clients looking for somewhere to hold one. A winery, restaurant or event space that hosts a dinner meeting is showing itself to exactly those people.

To host, a venue needs:

  • Room for up to 75 attendees
  • A dinner menu under $55 a head with a choice of beef, chicken, fish or vegetarian
  • At least one case of red and one of white — or let the council bring its own
  • A projector screen, a microphone and a speaker system for the presentation