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
Regular Registration: $999
$799 Early Bird Registration Thru July 1st
Focal Point
Over 177,000 U.S. Families with Net Worth's
Exceeding $25 Million+
The WealthEngineeringTM Ecosystem
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 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 Hub Platform for Businesses • Converting Taxable Capital into Charitable Capital • The Qualified Opportunity Zone Frontier • Family Business Ownership Transition Strategies |
• Asset Protection Power Tools • Longevity Capital Planning • Estate Migration Design Techniques • Tru Alternative Investment Planning • Integrating Private Banking into Your Firm • Reverse Mortgage Design Myths • 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
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David Albaneze National Director BDO Wealth Advisory
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Nick Gregory, ChWE CEO & Founder Family Wealth Hub
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Reid Thomas General Manager NES Financial
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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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Bill Hortz Founder Innovation Development
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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.