The Wealth Engineering Family Of Companies

cordially invites you to attend

The Wealth Advisory Fusion Power 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


Sept 30th thru Oct 2nd

Sept 30th - 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+

Earn Twelve Hours of Continuing Education 

The WealthEngineeringTM Dashboard

The Ultimate Multi-Family Office Platform for Managers of Wealth

Edge to Edge Synchronization

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

• Global Residency and Citizenship Planning of the HNW

• 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 for Families

• Domestic and Global Asset Protection Power Tools

• Estate Migration Design Techniques

Integrating Private Banking into Your Practice

• Reverse Mortgages and Retirement Planning

• The Secure Act and Retirement Planning

• Tax Engineered Accredited Investing - PPLI

• Family Business Ownership Exit Strategies

  Introducing the Chartered Wealth Engineer Designation - ChWE**

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

John A. Warnick, J.D.


Purposeful Planning Institute

Nick Gregory, ChWEA

CEO & Founder

The Family Wealth Hub

Ted Tsung

Founder and CEO

AppCrown, LLC

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

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.