The Fall Wealth Ecosystem Conference

Synchronizing with the Wealth Ecosystems of Families and Businesses.

National Partners


In a Sea of Sameness - Brand • Position • Differentiate - Create An Unfair Advantage

Transform Into A New Wealth Management Dimension - Magnify Success

Rejuvenate The Contours Of Your Firm - Become More Agile

"Fusing advanced knowledge, services, products and wealthtech with sound engineering principles"

In a Sea of Sameness - Brand • Position • Differentiate - Create An Unfair Advantage

Firms Learn To Install Strategies

To sync their "practice ecosystems" with the "wealth ecosystems" of their HNW families and businesses.


Advisors Learn To Deploy Tactics

To evolve their "Centers of Gravity" from "AUM/Product Provider" to "Holistic Fee-Based Solutions Provider".

Agenda     Registration     Speakers     Sponsors     Hotel & Travel

Who Should Attend

Multi-Family Offices Insurance & Investment Professionals • Retirement Planners

Wealth Management Firms Legal & Accounting Firms • Financial & Estate Planners

Earn Twelve Hours of Continuing Education 


Sept 30th thru Oct 2nd

Sept 30th - Welcoming Reception Only


Safety Harbor Resort - Tampa Bay

Registration Fee

Early Bird: $799 - Ends July 10th - Regular: $999

Focal Point

Over 200,000 U.S. Families with Net Worth's Exceeding $25 Million+

Utilizing The OpenOption Practice EngineeringTM Sandbox

"Recalibrate your practice ecosystem to enhance success"

The Wealth Ecosystem Dashboard

Wealth Management Harmonized With Wealthtech

Engage More HNW Clients  •  Redefine Best Practices  •  Re-Imagine Open-Architecture Technology

Introducing the Wealth Advisory Transformation PowerTool Kit

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

• Encase your practice and clients in dense cyber security •

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

Selected Presenters

Keith Gregg

CEO & Founder

Chalice Network

Nick Gregory, ChWE

CEO & Founder

The Family Wealth Hub

Chad Azara, MBA, AIF

VP - Strategic Initiatives

PCS Retirement

Howard Neiswender, J.D, LL.M.


Sirote & Permutt, PC

Robert Merl

National Practice Director

BDO Alliance USA

John A. Warnick, J.D.


Purposeful Planning Institute

Domenic Presutti

Managing Partner

Henley and Partners

Jeff Bae, J.D., CVA

Managing Director

Valuation Services, Inc.

Conference Partners


 Tri State Capital

lshub sirote

    ** 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.