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, April 24

5:00 - 7:00 Launch Pad Welcoming Reception — Hosted By BDO Alliance USA
Monday, April 25
8:00 - 8:30 Breakfast — Hosted By TriState Capital
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 Hub
10:00 - 10:15 Break — Hosted By Harbor Life Brokerage  
10:15 - 11:00 Your wealth advisory multi-functional dashboard - Convert from Checkers to Chess Nick Gregory • CEO of The Wealth Engineering Hub
11:00 - 11:45 Partnering with local CPA Firms to deepen your client offering Robert Merl • National Practice Director of BDO Alliance USA
11:45 - 12:45 Lunch — Hosted By AIX  
12:45 - 1:30 Business transition, tax & estate planning, and asset protection strategies & tactics Howard Neiswender, J.D., LL.M. • Dentons Sirote
1:30 - 1:45 Break — Hosted By Valuation Services  
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 platform - click-n-go Nick Gregory • CEO of EBenefits Hub
3:15 - 4:00 Integrating private banking solutions into your practice James Sekel • SVP of Private Banking at TriState Capital
4:00 - 4:45 Converting taxable capital into charitable capital - planned giving redefined Nick Gregory • CEO of The Wealth Engineering Hub
4:45 - 5:30 Paperless disability insurance underwriting and placement Andrew Hamill, CLU, ChFC • CMO of Breeze
5:30 - 6:15 An integrated platform for tax-qualified retirement plans - PEP/401k Terry Power, CFP • CEO of The Platinum 401k
6:15 - 7:30 Reception — Hosted By Dentons Sirote  

Tuesday, April 26

 
8:00 - 8:30 Breakfast — Hosted By VSI  
8:30 - 9:15 An inside look at a 54 year old, multi-generational family business Jeff Ahola • Chairman of Family Business Hub
9:15 - 10:00 Helping businesses and families secure their digital end-to-end footprints Raffaele Mautone • CEO of AaDya Security
10:00 - 10:15 Break — Hosted By Breeze  
10:15 - 11:00 The impact of proper tax, business, compliance and litigation valuation Jeff Bae • CEO of Valuation Services
11:00 - 11:45 Transparent real-time life settlement pricing Lucas Siegel • CEO of Harbor Life Brokerage
11:45 - 12:00 Wrap-Up — The Shape of Things To Come
Conclusion
Nick Gregory • CEO of The Wealth Engineering Hub