The Family Wealth Hub


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 24th thru March 26th

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


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

• Encase your practice and clients in dense cyber security •

• 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

  Introducing the Chartered Family Wealth Advisor Designation - ChFWA**

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

Matt Meyer


The Blueprint


Nick Gregory, ChWE

CEO & Founder

Family Wealth Hub


Jeff Drinkwater


NES Financial


Howard Neiswender, J.D, LL.M.


Sirote & Permutt, PC


Larry Shumbres


Totum Risk


Bill Hortz


Innovation Development


Michael Sherer


RCX Capital Group


James Sekel

SVP - Private Bank

Tri State Capital Bank



Stephen Jass


LS Hub

Steve Rasnick


90 Degree Benefits



Conference Partners

Tri State Capital 

 RCX Capital

Give Back Nation
lshub sirote  90 Degree Benefits
IID  lshub

    ** 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.