For Managers of Complex Family and Business Wealth

Multi-Family Offices • Wealth Managers • Attorneys • CPAs

Investment & Insurance Professionals • Estate Planners


May 2 — 4 • Innisbrook Golf Resort - Tampa Bay

May 2nd - Welcoming Reception Only


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


Hands-on, Cutting-Edge, No-Bull Knowledge

Engineer Your Family Wealth Hub Dashboard

Harvest More HNW Clients • Maximize Profitability • Redefine Best Practices • Re-Imagine Technology


Agenda     Registration     Speakers     Sponsors     Hotel & Travel

Earn Ten Hours of Continuing Education

25% Tuition Savings — For Members of Selected Professional Designations

CFP® • CLU • ChFC • CPA • PFS • CFA • AEP® • TEP • CIMA • CIMC • CPWA • AIF® • AIFA® • JD • LLM • ChFE


Learn from Seasoned Experts — Unveiling wealth advisory transformations Enhancing long-term success

• 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 Business Compensation Engineering Pyramid

• Converting Taxable Capital into Charitable Capital

• Asset Protection Power Tools

• Estate Migration Design Techniques

• Family Business Transition Strategies

• Solving “831b Captive Issues”

• Dynamic Family Generation Planning

• Novel Tax-Qualified Plan Design Techniques

 • In a Sea of Sameness: Learn how to Brand, Position and Differentiate Your Firm •


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

Encase your practice and clients in military grade SDP cyber security

  Hosted By Nick Gregory, ChFE, ChFWA - Managing Partner and CEO of The Financial Engineering Institute

Selected Presenters

Greg Crawford, TEP

Founder, CEO

Alliance Trust Company

Diane Omdahl, MS

Founder, CEO

65 Incorporated

Jeffrey Feld, CPA


Alliance Pension Consultants

James Sekel

SVP - Private Bank

Tri State Capital Bank

Mark Jacobs

Founder, CEO

Captive Alternatives

Eric Knauss, CFA


Proteus Capital

Ryan Borer, AAMS



John Coogan


Stellar Technology Solutions

Alan Gross, MBA

Founder, CEO

GSM Marketing

Phillip Kosmala, CFA

Managing Partner



Conference Partners 

Tri State Capital      GSM

 Alliance Trust Company

  Stellar Technology Solutions     Captive Alternatives    

Alliance Pension        Advisor OS


TaiberKosmala      Proteus Capital