The Family Wealth Hub

and

The Wealth Engineering Institute

cordially invite you to attend

The Fall WealthEngineeringtm Conference

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

For Managers of Complex Family and Business Wealth

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

Investment & Insurance Professionals • Estate Planners

  

October 6th thru October 8th

October 6th - Welcoming Reception Only

Safety Harbor Resort - Tampa Bay

Regular Registration: $999

$799 Early Bird Registration Thru July 1st

Focal Point

Over 177,000 U.S. Families with Net Worth's
Exceeding $25 Million+



The WealthEngineeringTM Ecosystem

The Ultimate Family Office Platform

 

Earn Twelve Hours of Continuing Education 


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 Wealth Advisory”

Exponential Innovation Breeds Obsolescence  •  Embrace Innovation or Face Extinction

 

Agenda     Registration     Speakers     Sponsors     Hotel & Travel
 

The Wealth Advisory Transformation PowerTool Kit

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

• Encase your practice and clients in dense cyber security •

• New Tax Law Strategies for HNW Families and Businesses

• Neutralizing “ROBO” with Six-Dimensional Asset Management

• Efficiently Private Label Mutual Funds For Your Firm

• Blueprinting the Wealth Management Firm/Family Office of the Future

• Embedding Private Label Trust Services into Your Practice

• Utilizing The EBenefits Hub Platform for Businesses

• Converting Taxable Capital into Charitable Capital

• Family Business Ownership Transition Strategies

• Asset Protection Power Tools

• Longevity Capital Planning

• Estate Migration Design Techniques

Integrating Private Banking into Your Firm

• Reverse Mortgage Design Myths

• The Qualified Opportunity Zone Frontier

• Novel Tax-Qualified Plan Design Techniques

• Tax Engineered Accredited Investing - PPVUL/PPVA

  Introducing the Chartered Family Wealth Advisor Designation - ChFWA**

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

David Albaneze

National Director

BDO Wealth Advisory

 

Nick Gregory, ChWE

CEO & Founder

Family Wealth Hub

 

Reid Thomas

General Manager

NES Financial

 

Howard Neiswender, J.D, LL.M.

Shareholder

Sirote & Permutt, PC

 

Robert Merl

National Practice Director

BDO Alliance USA

 

Jared Johnson

CEO

Business Enterprise Institute

 

Steve Rasnick

CEO

90 Degree Benefits

 

James Sekel

SVP - Private Bank

Tri State Capital Bank

 

 

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.