The Family Wealth Hub


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


Agenda     Registration     Speakers     Sponsors     Hotel & Travel

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

• 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

John Brown


The Business Enterprise Institute


Nick Gregory, ChWEA

CEO & Founder

Family Wealth Hub


Larry Shumbres


Totum Risk


Howard Neiswender, J.D, LL.M.


Sirote & Permutt, PC


Robert Merl

National Practice Director

BDO Alliance USA


Daniel Ehrmentraut, J.D.


Capital First Trust Company


Steve Rasnick


90 Degree Benefits


James Sekel

SVP - Private Bank

Tri State Capital Bank



Conference Partners

 Tri State Capital

capfirst sirote  90 Degree Benefits
bei2  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.