The Family Wealth Ecosystem Conference

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

 

                    


Preliminary Agenda

Subject to Change

“Fortify your client value proposition by fusing new services and products into your future, creating fresh revenue and profit silos
and enhancing client acquisition and retention . . . all while insulating your firm from unforeseen, uncontrollable events”

 

Sunday, March 6 2022

5:00 - 7:00 Launch Pad Welcoming Reception — Hosted By BDO Alliance USA and Blockchange
Monday, March 7 2022
8:00 - 8:30 Breakfast — Hosted By PCS Retirement
8:30 - 10:00 Blueprinting the wealth advisory ecosystem for the New Age
The Shape Of Things To Come - Future-Proof Your Success
Nick Gregory ▪ CEO of The Wealth Engineering Institute
10:00 - 10:15 Break — Hosted By FP Alpha and Ubiquity Retirement  
10:15 - 11:00 Business transition, tax & estate planning, and asset protection strategies & tactics Howard Neiswender, J.D., LL.M. ▪ Sirote & Permutt, PC
11:00 - 11:45 Partnering with Regional CPA Firms to deepen your client offering Robert Merl ▪ National Practice Director of BDO Alliance USA
11:45 - 12:45 Lunch — Hosted By AIX and AaDya Cyber Security  
12:45 - 1:30 Your wealth advisory multi-functional dashboard - Convert from Checkers to Chess Andrew Altfest, CFP • CEO of FP Alpha
1:30 - 1:45 Break — Hosted By TriState Capital Bank  
1:45 - 2:30 A modernized paperless digital platform for alternative investments Brad West ▪ COO of The Alternative Investment Exchange
2:30 - 3:15 Unveiling a seamless employee benefit digital ecosystem - click-n-go Marc Blevens ▪ CMO of EBenefits Hub
3:15 - 4:00 Bringing dynamic specialty tax services to your business clients Randall Crabtree, CPA ▪ COO Partner of Tri-Merit
4:00 - 4:45 Converting taxable capital into charitable capital - planned giving redifined Nick Gregory ▪ CEO of The Wealth Engineering Institute
4:45 - 5:30 The power of "purposeful planning" John A. Warnick, JD ▪ CEO of Purposeful Planning Institute
5:30 - 6:15 An integrated platform for retirement plan solutions   Michael Bissett ▪ Executive Vice President of Ubiquity
6:15 - 7:30 Reception — Hosted By Sirote and Permutt  

Tuesday, March 8 2022

 
8:00 - 8:30 Breakfast — Hosted By First State Trust Company and VSI  
8:30 - 9:15 Including longevity capital design to your client offering Robert Gotti ▪ CEO of Wharton Advisors
9:15 - 10:00 Global residency and citizenship planning - A new world Medhi Kadiri ▪ Managing Director of Henley & Partners
10:00 - 10:15 Break — Hosted By Tri-Merit  
10:15 - 11:00 Embedding trust services into your wealth advisory practice Jacqui Jenkins, CTFA ▪ Managing Director of First State Trust
11:00 - 11:45 TBD TBD
11:45 - 12:30 Integrating private banking solutions into your practice James Sekel ▪ SVP of Private Banking at TriState Capital
12:30 - 1:30 Lunch — Hosted By Ahola Payroll/HR Solutions Jeff Ahola CEO of Ahola Payroll/HR Solutions
1:30 - 2:15 Building cyber security around you and your clients Raffaele Mautone ▪ CEO of AaDya Cyber Security
2:15 - 3:00 Wrap-Up — The Shape of Things To Come
Conclusion
Nick Gregory ▪ CEO of The Wealth Engineering Institute