The Family Wealth Hub


The Financial Engineering Institute

cordially invite you to attend

The Spring Wealth Engineering Conference


For Managers of Complex Family and Business Wealth

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

Investment & Insurance Professionals • Estate Planners


March 24th thru March 26th

March 24th - Welcoming Reception Only

Safety Harbor Resort - Tampa Bay

Early Bird Registration: $799


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 Wealth Engineering 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 Twelve 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 Tax Act Strategies for Families and Businesses

• Neutralizing “ROBO” with Six-Dimensional Asset Management

• Real Estate 1031 Exchange Design

• Blueprinting the Wealth Management Firm of the Future

• Embedding Custom, Turnkey Trust Services into Your Practice

• Utilizing The EBenefits Platform for Businesses

• Converting Taxable Capital into Charitable Capital

• Qualified Opportunity Zone Fund Platforms

• Family Business Transition Strategies

• Asset Protection Power Tools

• Longevity Capital Planning

• Estate Migration Design Techniques

• Tru Alternative Investment Planning

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 - PPLI/VA

  Introducing the Chartered Family Wealth Advisor Designation - ChFWA**

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

Greg Crawford, TEP, CFP

Founder, CEO

Alliance Trust Company

Nick Gregory, ChFE

CEO & Founder

Family Wealth Hub

Mark Sims


Captive Alternatives

James Sekel

SVP - Private Bank

Tri State Capital Bank

Larry Shumbres


Totum Risk

Bill Hortz


Innovation Development

Jim Convertino


McGowan PAE

Michael Babikian, J.D., LL.M.

CEO & Founder

Legacy Shield

Brent Burns, MBA


Asset Dedication

Mark Sims


Captive Alternatives

Stephen Jass


LS Hub

Howard Neiswender, J.D, LL.M., TEP, CFP


Sirote & Permutt, PC


Conference Partners

Tri State Capital 

 RCX Capital

Give Back Nation Captive Alternatives
Alliance Pension sirote  Alliance Trust Company



    ** 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.