The Family Wealth Hub

and

The Wealth Engineering Institute

cordially invite you to attend

The Spring 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

  

May 10th thru May 12th

May 10th - 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 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

• Asset Protection Power Tools

• Estate Migration Design Techniques

Integrating Private Banking into Your Firm

• Reverse Mortgage Design Myths

• Novel Tax-Qualified Plan Design Techniques

• 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

Founder

Purposeful Planning Institute

 

Nick Gregory, ChWEA

CEO & Founder

Family Wealth Hub

 

Marc Kiner

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

 

Tommy Mayes

Managing Director

Sungate Family Office

 

James Sekel

SVP - Private Bank

Tri State Capital Bank

 

 

Conference Partners

 Tri State Capital

capfirst sirote  90 Degree Benefits
       
   

    ** 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.