Howard Sharfman

Senior Managing Director

NFP Insurance Solutions

Howard manages one of the premier and largest wealth transfer consulting and planning firms in the country and has been recognized as one of the top financial security professionals in the country by Forbes. Howard's practice is focused on servicing families with multi-generational wealth, family offices, private equity managers, and the advisors who serve ultra-high net worth clients. 

David Handler, P.C.

Partner

Kirkland & Ellis LLP

David Handler specializes in trust and estate planning and administration, working with high-net-worth individuals, closely-held business owners, and family offices. His expertise includes advising principals of private equity and venture capital funds. David also has extensive experience in establishing and administering private foundations and other charitable organizations.

Steve Dolins, CPA

CEO

The Dolins Group

Steve Dolins is the co-founder of The Dolins Group, a CPA firm established in 1993. He specializes in providing personalized financial services, focusing on accounting, tax planning, and client relationship management. Steve has extensive experience working with individuals and businesses to ensure their financial success and stability.

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