M E D IA K I T

2011Pr ivate Weal th: Advis ing

The Except iona l ly Aff luent

Private Wealth: Advising the Exceptionally Affl uent is the fi rst and only magazine

to exclusively target advisors, service providers and other centers of infl uence who

cater to the fi nancial, legal, insurance/risk management and lifestyle demands of the

ultra-affl uent (those with a minimum net worth of $10 million). Th ese advisors to the

exceptionally affl uent collectively wield the greatest purchasing power in the world

and, as a result, are the most desirable prospects of fi nancial and legal professionals,

luxury brands and other elite service providers.

Private Wealth delivers thoughtful leadership to those “collaborators” who work

predominately with very wealthy clients by providing cutting-edge news and research on

the target market, the competition, the latest fi nancial, insurance/risk management and

legal strategies, and key lifestyle issues. Additionally, the magazine addresses the insights,

processes and techniques that translate into a successful practice focused on the ultra-affl uent.

INNOVATIVE ALTERNATIVE STRATEGIES CONFERENCE

Th is two-day event brings together readers from Financial Advisor and Private Wealth

magazines, including financial advisors, RIAs, independent and wirehouse reps,

private bankers, wealth advisors, trust offi cers and family offi ces to learn about and

discuss various alternative investment products, including: REITs, Hedge Funds,

Specialty ETFs and Mutual Funds, Private Equity, Managed Futures, Options,

Commodities, Derivatives and Structured Products, Life Settlements and Premium

Finance, and strategies for their implementation.

TA R G E T AU D I E N C E(circulation: 30,000)

Family Offi ces | Private Bankers | High-End RIAs/Wealth Advisors | Estate PlannersTrust Offi cers | Accountants | Attorneys | Asset and Investment Managers

Insurance and Risk Management Specialists | Philanthropic Advisors Family Business Consultants | Luxury and Concierge Service Providers

Note: All segments of the target audience are advising or infl uencing wealthy clientsand/or families with a minimum net worth of $10 million

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E D I T O R I A L E X C E L L E N C E

In Every Issue

TA R G E T E D D I R E C T O R I E S

FeaturesIn-depth articles on the topical issues, trends and

innovations relevant to private wealth professionals.

ResearchTh e latest proprietary and syndicated research on

the ultra-high-net-worth market and the organiza-

tions and advisors that serve it.

InvestmentsPerspectives on the sophisticated products,

structures and strategies utilized to help wealthy

clients achieve specifi c investment and tax

management objectives.

The Client ExperienceIn every issue we’ll explore and contrast various

off erings and approaches in the area of client

service and experience employed by private banks,

trust companies, family offi ces, broker/dealers, cus-

todians and the other product and service providers

of products who cater to the exceptionally affl uent.

Asset Management SpotlightIn every issue we’ll profi le an asset management

fi rm specializing in serving advisors and other

centers of infl uence to exceptionally affl uent clients.

In particular, we’ll explore the investment man-

agement approach, along with unique, supportive

private wealth management platforms.

Lifestyle ServicesInsider information on the various aspects and

elements of maintaining a life of luxury.

Life Insurance/Risk ManagementTechnical articles on the advanced applications of

life insurance for long-term planning and fi nancial

problem-solving.

Estate PlanningInsights on the cutting-edge techniques used to

design comprehensive, customized plans for clients

with signifi cant assets.

Wealth ProtectionDetails on the defensive and legal measures used to

help the wealthy secure their hard and soft assets.

Business DevelopmentDiscussions of the best practices and systematized

processes that translate into a successful practice

focused on the ultra-affl uent.

Money RulesTh is column by Russ Alan Prince and Hannah

Shaw Grove will examine the behaviors and atti-

tudes of the ultra-affl uent which have contributed

to their success.

TechnologyMore than ever before, Family Offi ces, Wealth

Advisors and other providers of services are relying

on technology to help manage the complicated lives

of wealthy individuals and families. Private Wealth

has assembled a team of expert contributors to keep

our readers on the cutting edge.

In addition to our regular editorial departments, every issue of Private Wealth will include expanded

coverage, along with a Directory of Providers pertaining to one of the following subjects: Estate Plan-

ning Services, Alternative Investments, Family Offi ce and Wealth Advisory Firms and Family Offi ce/

Wealth Advisory Technology Providers. Corresponding to publication in Private Wealth magazine, each

Directory will be posted on the Private Wealth Web site. Please refer to the Private Wealth editorial cal-

endar for more information, and order of appearance.

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2 0 1 1 E D I T O R I A L C A L E N D A R

• Th e 2011 Heckerling Conference Guide and • Inside ETFs Conference 11/30/10 12/6/10 1/2/11

Directory of Trust & Estate Planning Services • 2011 Heckerling Annual Conference

• Trust and Estate Planning • AM&AA Winter Conference

• Family Enterprise Strategies • IMCA NY Consultants

• TD Ameritrade

• Heckerling Conference Followup • Innovative Real Estate 2/7/11 2/14/11 3/7/11

• Strategies for Using Private Equity Strategies Conference

in a High-Net-Worth Portfolio • AALU Annual Meeting

• ABA Wealth Management

& Trust Conference

• BISA Annual Convention

• Alternative Investment Update and • Innovative Alternative 4/7/11 4/14/11 5/9/11

Directory of Alternative Investments Strategies Conference

• Gold and Other Real Assets • IMCA National Conference

• Preparing the Next Generation • IIR Family Offi ce Forum

• Morningstar Investment Conference

• Pershing INSITE

• Multifamily Offi ce Update and • ABA Forum for Fiduciaries 6/7/11 6/14/11 7/7/11

Directory of MFO/Wealth Advisory Services

• Strategies for Life and Structured Settlements

• Luxury Travel

• Family Offi ce/Wealth Advisory Technology • Th e Fiduciary Investment 8/8/11 8/15/11 9/7/11

Guide and Directory of Providers Research Manager Summit

• Facilitating Wealth Transfer and Family Legacy • Schwab IMPACT

• Hedge Fund Strategies • FPA San Diego

• FRA Family Offi ce Forum

• IMCA Advanced Wealth Conference

• Issues in Family Offi ce Governance • Inside Commodities Conference 10/7/11 10/14/11 11/7/11

• 2012 Tax Outlook

NOVEMBER/DECEMBER

SEPTEMBER/OCTOBER

JULY/AUGUST

MAY/JUNE

JANUARY/FEBRUARY

MARCH/APRIL

SPACEBONUS DISTRIBUTION MATERIALS MAIL DATE

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C O N T R I B U T I N G E D I T O R S

Hannah Shaw GroveHannah Grove is an expert on the demographics, psychographics,

preferences, fi nances and behavior of high-net-worth individuals

and their advisors. She is the Executive Editor of Private Wealth

magazine and her writing appears regularly in Financial Advisor,

Elite Traveler, Robb Report and Forbes. She is the author of ten books

and numerous reports on private wealth management and advisory

best practices and is widely quoted in the press. She spent more than

15 years in the fi nancial services industry working closely with in-

stitutional and high-net-worth investors to develop sophisticated

fi nancial planning and servicing solutions.

Evan SimonoffEvan Simonoff has spent the last 25 years as an editor and a reporter

covering the fi nancial services business. Since April 2000, he has

served as Editor-in-Chief and Editorial Director of Financial Advi-

sor magazine. He is Editorial Director of Private Wealth magazine

and is a founding partner of Charter Financial Publishing Network.

Prior to 2000, Simonoff spent ten years as Editor-in-Chief of Finan-

cial Planning magazine. Over the past two decades, he has been rec-

ognized as an expert on personal fi nance and investments. His work

has appeared in Fortune, Business Week and Th e New York Times.

Russ Alan PrinceRuss Prince is the President of Prince & Associates Inc., the lead-

ing market research fi rm specializing in global private wealth, and

Editor-At-Large of Private Wealth magazine. With two decades

of concentrated experience with ultra-high-net-worth individu-

als and elite advisors, he is a highly sought consultant on strategic,

profi tability and structural business issues. He is frequently cited

for his expertise in the international business and fi nancial press

including Th e Wall Street Journal, Forbes and Th e New York Times.

Raymond FazziRaymond Fazzi, managing editor of Private Wealth magazine, has

25 years experience as a professional journalist. He is also senior

editor of Financial Advisor magazine and the online e-newsletters

FA News and PW News. He has been writing about business and

fi nancial services since 1994, when he covered technology, bank-

ing and the stock market for Th e Asbury Park Press. He joined

Financial Advisor in 2000, where he has covered all aspects of

the fi nancial advisory industry, including practice management,

compliance issues and investment management. He joined Private

Wealth magazine in 2008.

Todd Angkatavanich, Partner, Withers Bergman

David Byers, Principal/Capital Strategies Inc.

Joseph Darby III, Shareholder, Greenberg Traurig LLP

Richard Flynn, Principal, Rothstein Kass

Jonathan Forster, National Chair, Wealth Management Group

Ritch Gaiti, Partner, Windward Advisory Group

Joseph Geier, President, Geier Financial Group

Mitch Gitter, President, Defender Security

Douglas D. Gollan, Editor-In-Chief, Elite Traveler

Todd Gorelick, Partner, Gorelick Partners LLC

James Grubman, Family Wealth Consulting

Sarah Hamilton, Founder & CEO, Family Offi ce Exchange

Patrick Hunter, Associate Director, Alta Holdings LLC

Dennis Jaff e, Professor of Psychology, Saybrook University

Melissa Jordan, Client Relationship Manager, Geier Financial Group

Barbara Kaplan, Shareholder, Greenberg Traurig LLP

David Kaufman, Principal, Rothstein Kass Family Offi ce Group

Neil Kawashima, Partner, Private Client Group

Stephen Liss, Withers Bergman, LLP

William McBride, Objective Investment Advisors LLC

William Messinger, Founder and President, Aureus Inc.

Tina Davis Milligan, Wealth Advisor, William Blair & Company

Gary Morse, President and Founder, Razorpoint Security

Gary Rathbun, President, Private Wealth Consultants

Edward A. Renn, Partner, Withers Bergman

Frank W. Seneco, Principal, Seneco & Co

Gary Shunk, Family Wealth Dynamics

Tam St. Armand, Executive VP, Ventura Insurance Brokerage

Domingo Such III, Partner, McDermott Will & Energy LLP

Pat Trammell, Principal, Capital Strategies Inc.

Earl E. Watson III, CEO and President,

North American Management Trust

U N PA R A L L E L E D E D I T O R I A L TA L E N T

Each issue of Private Wealth will bring the freshest insights and state-of-the-art techniques for addressing the issues facing today’s high-

net-worth clients and their advisors. Below are some of our contributors.

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Inserts — rates available upon request

AD SIZES

Media (Macintosh or PC formatted): E-mail (maximum file size 5 MB), Zip disk or CD-Rom

Please label disks/e-mail with name of advertiser and issue date.

Acceptable formats:

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Offset registration marks at 12 points from trim.

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Native application files (disks should include):

• Original QuarkXpress (v6.0), InDesign (CS3), Illustrator (CS3) or Photoshop (CS3) document. Documents should be supplied as single indepen-

dent pages. Color files must be CMYK format (no RGB, Index or Lab colors. Spot colors will be converted to process unless indicated otherwise).

• Logos and high-resolution files (300 dpi). High-res files should be placed in original layout documents–no FPO images. Graphics should be

TIFF or EPS format (no JPEGs, PICTs, RIFFs or GIFs).

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Truetype, Multiple Master, Type 3 and Compact fonts are not supported. Do not use menu style fonts.

Proofs: Proof required (for color and content)–Kodak Approval, Iris, Rainbow or Velox (B&W) are all acceptable.

FTP Instructions: Go to www.pw-mag.com and click on the “FTP Site” at the bottom of the page. User name: ads_pw; Password: pwuploads

Please send an email to Aimee Melli (amelli@fa-mag.com) with the file name once the ad has been uploaded to the site.

Ad material questions? Call Aimee Melli at 732-450-8866, ext. 15 or e-mail: amelli@fa-mag.com

Send ad materials to: Private Wealth, Production Department, 499 Broad Street, Suite 120, Shrewsbury, NJ 07702

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Top Leaderboard Banner $1,995

Skyscraper Banner $1,695

Skyscraper Banner 2 $1,395

Article Box $1,695

Text Link $1,095

Column Small Box $ 895

Bottom Leaderboard $ 695

White Paper $ 395

Exclusive Sponsorship

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& Click-thru URL

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728 x 9035k

Article Box300 x 250

35k

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25k

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Excl

usiv

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onso

red

Sect

ions

Lin

ks

2 0 1 1 O N L I N E A D V E RT I S I N G

PW-mag.com off ers you an excellent way to reach advisors and centers of infl uence

to the super-affl uent. Why not capitalize on your brand awareness while complement-

ing your print component by advertising on www.pw-mag.com?

E-directs. A customized marketing message sent out to our list of approximately

26,000 online subscribers. HTML and text versions are permitted, and PW will track

the success of the response rate by providing you with a weekly stat report on the

E-direct’s open rate and click-thru rates. Rate: $1,595

Specs:

-File Format – GIF/Animated gif, JPEG (Requires URL Click-thru)

-Animation – 3 loops maximum

-Alternative Text – May be up to 10 words

-Delivery Schedule – Within 5 business days of fl ight date

PW News is Private Wealth magazine’s weekly electronic newsletter, which is sent to approximately 32,000 online subscribers every

Th ursday. PW News is the source of breaking news and events that directly impact professionals focused exclusively on meeting the

fi nancial, legal and lifestyle demands of the ultra-high-net-worth clients. Th ree banner placements are available in the weekly edition

and inventory is based on availability.

Specs:• HTML not to exceed 600 pixels across the content area, mapping in the html code

is not recommended, embedded images, cannot accept Word fi les converted to

HTML. (Please take in account Microsoft Outlook 2007 limitations when building

html fi les for e-mail distribution. Private Wealth magazine will not alter HTML

code to render in Outlook 2007.)• E-direct fi le size should not exceed 60k.• Th ere is a 150,000 character limit to custom HTML/XHTML e-mails.• HTML and text fi les to be received 5 business days prior to fl ight date.

Styling:• Direct element HTML styling is needed for elements that do not fall under the

global style or inline styling that is diff erent from controlled content.• Any href ’s that have diff erent styling than the global style will not hold inline

styling. Styling for href ’s needs to be coded as standard HTML Font styling.

Ie... <font color=“#999999”><font style=“strong”> etc

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Custom Webinars. Private Wealth magazine off ers a unique combination of marketing and editorial expertise to produce well-attend-

ed and sought-aft er events with our leading all-star columnists. Rates: $15,000 to $20,000 net based on customization level

Media partnership webinar program. Partner with Private Wealth magazine to give your planned webinar greater exposure to the

advisor community and increase awareness and attendance of your event. Rate: $8,995

* Frequency rates available upon request. All online rates are net. A short rate will be applied to any advertiser who does not fulfi ll contracted frequency. Send

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Online advertising questions? Call Karen Burke at 732.450.8866, ext. 19 or kburke@pw-mag.comor Sandra Croce at 732-450-8866, ext. 30 or scroce@pw-mag.com

Exclusive Sponsored Channels: Estate Planning, Insurance, Investing, Lifestyles,

Practice Development, Research, Technology and Wealth Protection

Electronic Opportunities

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