Morgan Wilson White

Osborne Partners Capital Management LLC (Osborne Partners) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Founded in 1937, Osborne Partners provides investment management services to individuals, families, trusts, estates, conservatorships, foundations, endowments, corporations or business entities and pension and profit-sharing plans, charitable organizations, public funds, investment limited partnerships, 401(k) self-directed accounts, IRAs and retirement plans.

Bailard Biehl & Kaiser Real Estate Investment Trust is an American company that operates as a Real Estate Investment Trust (REIT).

The Portola Group, Inc. (Portola) is an independent wealth management firm headquartered in Saint Helena, California. The firm was founded in 1979 by Robert Fitzwilson. Portola manages individual accounts for high-net worth individuals and families.

Located in Menlo Park, California, Woodside Asset Management, Inc. is a wholly owned subsidiary of Silicon Valley Bank. The firm is a registered investment advisory firm that serves the needs of high net worth individuals, families and small- to mid-sized institutions.