The Family Wealth Hub


The Financial Engineering Institute

cordially invite you to attend

The Fall Family Wealth Conference


For Managers of Complex Family and Business Wealth

Single & Multi-Family Offices • Wealth Managers • Attorneys • CPAs

Investment & Insurance Professionals • Estate Planners


October 21st thru October 23rd

October 21st - Welcoming Reception Only

Renaissance Orlando International Airport Hotel

Registration: $799


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

Focal Point

Over 142,000 U.S. Families with Net Worth's
Exceeding $25 Million+

The Family Wealth Ecosystem


Engineer Your Family Wealth Hub 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 Family Wealth Hub Dashboard with “snap-on” practice tooling technology •

• Encase your practice and clients in dense cyber security •

• 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 EBenefits Engineering Platform

• Converting Taxable Capital into Charitable Capital

• Family Business Transition Strategies

• Asset Protection Power Tools

• Estate Migration Design Techniques

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

  Introducing the Chartered Family Wealth Advisor Designation - ChFWA**

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

Greg Crawford, TEP

Founder, CEO

Alliance Trust Company

Walter Cotumaccio


Reich & Tang

Will Rodriquez, CPA


Valuation Advisory Services

James Sekel

SVP - Private Bank

Tri State Capital Bank

Larry Shumbres


Totum Risk

Bill Hortz


Innovation Development

Jim Convertino


McGowan PAE

John Coogan


Stellar Technology Solutions

Brent Burns, MBA


Asset Dedication

Michael Padawer



Mark Sims


Captive Alternatives

Lara Galloway

Development Director

White Glove Workshops


Conference Partners

    ** 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.