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2026 EXIT PLANNING SUMMIT SPONSORS

Every Exit Planning Summit is a bold vision of education, networking, and opportunities, realized thanks to the collaboration and commitment of extraordinary sponsors. These organizations bring the Summit to life through their strategic support, shared expertise, and a deep belief in our mission.  

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Dunham Trust

www.dunhamtrust.com

Dunham Trust is a privately held trust company providing independent trust administration and fiduciary services to families, business owners, and wealth advisors. Founded in 1999, Dunham Trust is licensed in Nevada and Colorado and, in 2024, launched Dunham Private Trust in Wyoming. The firm was built on the simple belief of offering highly personal service that can lead to better outcomes. Senior trust officers work directly with clients and their advisory teams, offering experienced oversight, continuity, and practical judgment across trust administration, asset protection, and long-term wealth planning. Rather than inserting itself into existing relationships, Dunham Trust works alongside attorneys, accountants, and wealth managers to help families structure, maintain, and pass on wealth with confidence and clarity.

 

How Our Community Sponsors Make it Happen:

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  • Amplifying Impact – Sponsors set the tone and elevate the Exit Planning Summit’s experience, enabling us to secure keynote experiences and transformational programming. 
  • Fueling Innovation – Sponsors collaborate to deliver hands-on sessions that spark real progress and new ideas. 
  • Creating Community – General sponsors help deliver the rich networking experiences and social events that make connections lasting and meaningful. 
  • Enabling Professional Growth – Through shared vision and support, every partner ensures we can offer this Exit Planning Summit as a high-value platform for professional advisors to expand their impact. 

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