THE FALL
WEALTH BLUEPRINTING CONFERENCE

 

For Managers of Complex Family and Business Wealth

Multi-Family Offices • Wealth Managers • Attorneys • CPAs

Investment & Insurance Professionals • Estate Planners

  

October 21st thru October 23rd

October 21st - Welcoming Reception Only

Renaissance Orlando Airport Hotel

Regular Registration: $999

Early Bird Registration: $799 - Up To July 1st

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

 

Hands-on, Cutting-Edge, No-Bull Knowledge

Engineer Your Family Wealth Hub Dashboard

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

 

Agenda     Registration     Speakers     Sponsors     Hotel & Travel
 

Earn Ten Hours of Continuing Education 

Learn from Seasoned Experts — Unveiling wealth advisory transformations Enhancing long-term success

• New 2018 Tax Act Strategies for Families and Businesses

• Neutralizing “ROBO” with Six-Dimensional Asset Management

• Blueprinting the Wealth Management Firm of the Future

• Embedding Custom, Turnkey Trust Services into Your Practice

• Utilizing The Business Compensation Engineering Pyramid

• Converting Taxable Capital into Charitable Capital

• Integrating Private Banking into your Practice

• Asset Protection Power Tools

• Estate Migration Design Techniques

• Family Business Transition Strategies

• Solving “831b Captive Issues”

• Dynamic Family Generation Planning

• Novel Tax-Qualified Plan Design Techniques

• Tax Engineered Accredited Investing

 • In a Sea of Sameness: Learn how to Brand, Position and Differentiate Your Firm •

 

Engineer your OneTouch360 Family Wealth Dashboard with “snap-on” practice tooling technology

Encase your practice and clients in military grade SDP cyber security

  Hosted By Nick Gregory, ChFE, ChFWA - Managing Partner and CEO of The Financial Engineering Institute

Selected Presenters -TBA

Greg Crawford, TEP

Founder, CEO

Alliance Trust Company

Tom Nelson

CIO

Reich & Tang

Jeffrey Feld, CPA

Principal

Alliance Pension Consultants

James Sekel

SVP - Private Bank

Tri State Capital Bank

Mark Sims

CMO

Captive Alternatives

Eric Knauss, CFA

CEO

Proteus Capital

Ryan Borer, AAMS

President

Advisor-OS

John Coogan

President

Stellar Technology Solutions

Alan Gross, MBA

Founder, CEO

GSM Marketing

Phillip Kosmala, CFA

Managing Partner

TaiberKosmala

 

Conference Partners - TBA

Tri State Capital      GSM

 Alliance Trust Company

  Stellar Technology Solutions     Captive Alternatives    

Alliance Pension        Advisor OS

reichandtang

TaiberKosmala      Proteus Capital