The Family Wealth Hub


The Wealth Engineering Alliance

cordially invite you to attend

The Fall Wealth Engineering Conference


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 

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

Focal Point

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

The Wealth Engineering Ecosystem


Engineer Your Wealth Engineering 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 Wealth Engineering 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

• The Qualified Opportunity Zone Frontier

• 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 - PPVUL/PPVA

  Introducing the Chartered Family Wealth Advisor Designation - ChFWA**

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

Matt Meyer


The Blueprint


Nick Gregory, ChWE

CEO & Founder

Family Wealth Hub


Reid Thomas

General Manager

NES Financial


Howard Neiswender, J.D, LL.M.


Sirote & Permutt, PC


Larry Shumbres


Totum Risk


Bill Hortz


Innovation Development


Steve Rasnick


90 Degree Benefits


James Sekel

SVP - Private Bank

Tri State Capital Bank



Conference Partners

Tri State Capital 


lshub sirote  90 Degree Benefits
IID  lshub

    ** 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.