For Managers of Complex Family and Business Wealth
Single & Multi-Family Offices • Wealth Managers • Attorneys • CPAs
Investment & Insurance Professionals • Estate Planners
At this conference you will be able to:
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 Financial Advisory”
Exponential Innovation Breeds Obsolescence • Embrace Innovation or Face Extinction
Topics to be covered:
• New Tax Act 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 Platform for Businesses
• Converting Taxable Capital into Charitable Capital
• The Qualified Opportunity Zone Frontier
• Family Business Transition Strategies
• Asset Protection Power Tools
• Longevity Capital Planning
• Estate Migration Design Techniques
• Tru Alternative Investment Planning
• Integrating Private Banking into Your Firm
• Side-Stepping “831b Captive Insurance Issues”
• Dynamic Family Generation Planning
• Novel Tax-Qualified Plan Design Techniques
• Tax Engineered Accredited Investing – PPVUL/PPVA