Education, networking, and collaboration among family members and professionals.

• To provide families with education on what’s possible.

• Offer expert insights on wealth transfer, succession planning,
  financial strategies, and legacy building.

• Highlight practical takeaways and actionable strategies for wealth management.

Who Should Attend?
Whether you're part of a thriving multigenerational family or a family seeking to build the culture and structures necessary for long-term success, this event is designed for you.

If you're a professional—advisor, attorney, trustee, therapist, consultant, or coach—serving legacy-minded families or looking to enter this field, you'll gain invaluable insights from both client families and the cross-disciplinary experts who support them.

What to Expect:
You’ll hear from a distinguished lineup of speakers, including family leaders and nationally recognized thought leaders across law, governance, psychology, philanthropy, family dynamics, and legacy planning.

Why This Conference?
When we launched the inaugural Mastering Multigenerational Wealth Conference, we weren’t sure what to expect. But one message came through loud and clear: this gathering must happen every year.

Attendees described the experience as transformative—praising the blend of family voices and professional expertise, and the candid, forward-looking conversations it sparked.

This isn’t just a conference—it’s a trusted space for connection, collaboration, and practical wisdom that helps families thrive across generations.