The Family Wealth Hub


The Financial Engineering Institute

cordially invite you to attend

The Fall Family Wealth Conference


For Managers of Complex Family and Business Wealth

Single & Multi-Family Offices • Wealth Managers • Attorneys • CPAs

Investment & Insurance Professionals • Estate Planners


October 21st thru October 23rd

October 21st - Welcoming Reception Only

Renaissance Orlando International Airport Hotel

Regular Registration: $999

Early Bird Registration: $799 - Up To September 1st

Synchronize with the Ecosystems of
Families of Wealth and their Businesses.

Focal Point

Over 142,000 U.S. Families with Net Worth's
Exceeding $25 Million+

The Family Wealth Ecosystem


Engineer Your Family Wealth Hub Dashboard

Engage More HNW Clients  •  Redefine Best Practices  •  Re-Imagine Open-Architecture Technology

In a Sea of Sameness — Brand, Position and Differentiate Your Firm as “TopTier Financial Advisory”

Exponential Innovation Breeds Obsolescence  •  Embrace Innovation or Face Extinction


Agenda     Registration     Speakers     Sponsors     Hotel & Travel

Earn Ten Hours of Continuing Education 

The Wealth Advisory Transformations PowerTool Kit

• Engineer your OneTouch360 Family Wealth Hub Dashboard with “snap-on” practice tooling technology •

• Encase your practice and clients in dense cyber security •

• New 2018 Tax Act Strategies for Families and Businesses

• Neutralizing “ROBO” with Six-Dimensional Asset Management

• Blueprinting the Wealth Management Firm of the Future

• Embedding Custom, Turnkey Trust Services into Your Practice

• Utilizing The EBenefits Engineering Platform

• Converting Taxable Capital into Charitable Capital

• Family Business Transition Strategies

• Asset Protection Power Tools

• Estate Migration Design Techniques

Integrating Private Banking into Your Firm

• Side-Stepping “831b Captive Insurance Issues”

• Dynamic Family Generation Planning

• Novel Tax-Qualified Plan Design Techniques

• Tax Engineered Accredited Investing

  Introducing the Chartered Family Wealth Advisor Designation - ChFWA**

Nationally Renowned Experts Unveiling Hands-On, Cutting-Edge Knowledge

Greg Crawford, TEP

Founder, CEO

Alliance Trust Company

Tom Nelson


Reich & Tang

Bill Hortz


Innovation Development

James Sekel

SVP - Private Bank

Tri State Capital Bank

Mark Sims


Captive Alternatives

Larry Shumbres


Totum Risk

Ryan Borer, AAMS


Fusion Capital Management

Rick Randall, LPA, CFP

Managing Partner

Randall,Gentry & PIke

Jeffrey Feld, CPA


Alliance Pension Consultants

Phillip Kosmala, CFA

Managing Partner



Conference Partners

    ** The Financial Engineering Institute is the governing body and grantor of the Chartered Family Wealth Advisor designation.

* Exerts From A Research Report Published By Spectrem Group.