The Wealth Engineering Family Of Companies
cordially invites you to attend
The Spring Wealth Advisory Conference
Synchronize with the Ecosystems of
Families of Wealth and their Businesses.
For Managers of Complex Family and Business Wealth
Single & Multi-Family Offices • Wealth Managers • Attorneys • CPAs
Investment & Insurance Professionals • Estate Planners
May 11th thru May 13th
May 11th - Welcoming Reception Only
Safety Harbor Resort - Tampa Bay
Registration: $999
Early Bird Special Rate of $799 Ends February 1, 2020
Focal Point
Over 177,000 U.S. Families with Net Worth's
Exceeding $25 Million+
The WealthEngineeringTM Dashboard
The Ultimate Multi-Family Office Platform for Managers of Wealth
Earn Twelve Hours of Continuing Education
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 Wealth Advisory”
Exponential Innovation Breeds Obsolescence • Embrace Innovation or Face Extinction
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 •
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• New Tax Law Strategies for HNW Families and Businesses • Neutralizing “ROBO” with Six-Dimensional Asset Management • Multiple Residency and Citizenship Planning • Blueprinting the Wealth Management Firm/Multi-Family Office of the Future • Embedding Private Label Trust Services into Your Practice • Utilizing The EBenefits Hub Platform for Businesses • Converting Taxable Capital into Charitable Capital • The Power of Purposeful Planning |
• Asset Protection Power Tools • Estate Migration Design Techniques • Integrating Private Banking into Your Firm • Reverse Mortgages and Retirement Planning • The Secure Act and Retirement Planning • Tax Engineered Accredited Investing - PPLI • Family Business Ownership Exit Strategies |
Introducing the Chartered Family Wealth Advisor Designation - ChWEA**
Nationally Renowned Experts — Unveiling Hands-On, Cutting-Edge Knowledge
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John A. Warnick, J.D. Founder Purposeful Planning Institute |
Nick Gregory, ChWEA CEO & Founder The Family Wealth Hub |
Marc Kiner, CPA President Premier Social Security Consulting |
Howard Neiswender, J.D, LL.M. Shareholder Sirote & Permutt, PC |
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Robert Merl National Practice Director BDO Alliance USA |
Daniel Ehrmentraut, J.D. CMO Capital First Trust Company |
Domenic Presutti Managing Partner Henley and Partners |
James Sekel SVP - Private Bank Tri State Capital Bank |
Conference Partners
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** 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.