The Family Wealth Hub
and
The Wealth Engineering Institute
cordially invite you to attend
The Fall WealthEngineeringtm 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
October 6th thru October 8th
October 6th - Welcoming Reception Only
Safety Harbor Resort - Tampa Bay
Registration: $999
Focal Point
Over 177,000 U.S. Families with Net Worth's
Exceeding $25 Million+
The WealthEngineeringTM Dashboard
The Ultimate Family Office Platform
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
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 • Design Mutual Fund Portfolios For Your Firm • Blueprinting the Wealth Management Firm/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 • Family Business Ownership Exit Strategies |
• Asset Protection Power Tools • Longevity Capital Planning • Estate Migration Design Techniques • Integrating Private Banking into Your Firm • Reverse Mortgage Design Myths • The Qualified Opportunity Zone Frontier • Novel Tax-Qualified Plan Design Techniques • Tax Engineered Accredited Investing - PPLI |
Introducing the Chartered Family Wealth Advisor Designation - ChWEA**
Nationally Renowned Experts — Unveiling Hands-On, Cutting-Edge Knowledge
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John Brown Founder The Business Enterprise Institute
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Nick Gregory, ChWEA CEO & Founder Family Wealth Hub
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Larry Shumbres CEO Totum Risk
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Howard Neiswender, J.D, LL.M. Shareholder Sirote & Permutt, PC
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Robert Merl National Practice Director BDO Alliance USA
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Daniel Ehrmentraut, J.D. CMO Capital First Trust Company
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Steve Rasnick CEO 90 Degree Benefits
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James Sekel SVP - Private Bank Tri State Capital Bank
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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.