The Family Wealth Hub

and

The Wealth Engineering Alliance

cordially invite you to attend

The Spring Wealth Engineering Conference

For Managers of Complex Family and Business Wealth

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

Investment & Insurance Professionals • Estate Planners

March 24^th thru March 26^th

March 24th - Welcoming Reception Only

Safety Harbor Resort - Tampa Bay

Registration: $999 - Ends March 1st

Special FPA Member Registration: $599

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

Focal Point

Over 177,000 U.S. Families with Net Worth's
Exceeding $25 Million+

The Wealth Engineering Ecosystem

• New Tax Act Strategies for Families and Businesses

• Neutralizing “ROBO” with Six-Dimensional Asset Management

• Real Estate 1031 Exchange Design

• Blueprinting the Wealth Management Firm of the Future

• Embedding Custom, Turnkey Trust Services into Your Practice

• Utilizing The EBenefits Platform for Businesses

• Converting Taxable Capital into Charitable Capital

• The Qualified Opportunity Zone Frontier

• Family Business Transition Strategies

• Asset Protection Power Tools

• Longevity Capital Planning

• Estate Migration Design Techniques

• Tru Alternative Investment Planning

• 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 - PPVUL/PPVA