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 2022

5:00 - 7:00 Launch Pad Welcoming Reception — Hosted By BDO Alliance USA
Monday, April 25 2022
8:00 - 8:30 Breakfast — Hosted By BITRIA
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. • Dentons Sirote
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 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 redefined Nick Gregory • CEO of The Wealth Engineering Institute
4:45 - 5:30 TBD TBD
5:30 - 6:15 An integrated platform for tax-qualified retirement plan solutions   John Farmakis • Executive Vice President of Ubiquity
6:15 - 7:30 Reception — Hosted By Dentons Sirote  

Tuesday, April 26 2022

 
8:00 - 8:30 Breakfast — Hosted By First State Trust Company and VSI  
8:30 - 9:15 Merging wealth advisory with high-touch family office tech Nick Gregory • CEO of The Wealth Engineering Institute
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 Utilizing a digital asset third party asset management platform Daniel Eyre • CEO of BITRIA
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
1:30 - 2:15 An inside look at a 54 year old, multi-generational family business Jeff Ahola • CEO of Ahola Payroll/HR Solutions
2:15 - 3:00 Wrap-Up — The Shape of Things To Come
Conclusion
Nick Gregory • CEO of The Wealth Engineering Institute