Overview Video
High-Touch HNW Wealth Advisory Synced With High-Touch Wealth Tech

 The Ultimate Multi-Family Office Platform

"Your Launch Pad for Future-Proofing Your Practice In This New Age"

Enter Into A New Wealth Management Dimension

Conference Focus

More than 1.4 Million Families and Businesses with Net Worth's Exceeding $5 Million*

Transform Into A New Wealth Management Dimension - Magnify Success

Rejuvenate The Contours Of Your Firm - Become More Agile

"Fusing advanced knowledge, services, products and wealth tech with sound engineering principles"

In a Sea of Sameness - Brand • Position • Differentiate - Create An Unfair Advantage

Modernize Your Wealth Advisory Platform

Firms Learn To Install New Strategies

Syncing their "practice ecosystems" with the "wealth ecosystems" of their HNW families and businesses.


Advisors Learn To Deploy New Tactics

Evolving their "Centers of Gravity" from "AUM/Product Provider" to "Holistic Fee-Based Solutions Provider".

Agenda     Registration     Speakers     Sponsors     Hotel & Travel

Who Should Attend

Multi-Family Offices Insurance & Investment Professionals • Retirement Planners

Wealth Management Firms Legal & Accounting Practices • Financial & Estate Planners

Earn Twelve Hours of Continuing Education

Appropriate COVID Safety Protocols Will Be Followed


April 24th thru April 26th 2022

April 24th - Launch Pad Reception


Safety Harbor Resort

Tampa Bay

Custom Design Your Wealth Ecosystem Dashboard

Wealth Advisory Harmonized With Wealthtech

Utilizing The OpenOption Practice EngineeringTM Sandbox

"Recalibrate your practice ecosystem to enhance success"

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

Introducing 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 •

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

Selected Presenters

Joe Ujobai


Alternative Investment Exchange

Terry Power, CFP, CPA, CRPS

President, CEO

The Platinum 401K

Jeff Ahola

Board Chairman

Family Business Hub

Howard Neiswender, J.D, LL.M.


Dentons Sirote

Robert Merl

National Practice Director

BDO Alliance USA

Andrew Hamill, CLU, ChFC

Head of Distribution


James Sekel


TriState Capital

Brian Gezella


LearnYour WorkLife


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.

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