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

Agenda     Registration     Speakers     Sponsors     Hotel & Travel
 

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 •

• 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

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

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

 Tri State Capital

capfirst sirote 90 Degree Benefits 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.