“This is a perfect conference for advisors to bring their clients. It’s been a great opportunity.”
REGISTER for the 2nd Annual Mastering Multigenerational Wealth Conference
Planning, Trusts, and Governance in a Rapidly Changing World
October 8–10, 2025
Omni Orlando Resort at ChampionsGate | Orlando, Florida
Join us for a one-of-a-kind gathering that unites successful multigenerational families with the professionals who serve them. This unique conference offers a rare opportunity for both groups to learn with and from each other—sharing best practices, lived experience, and forward-thinking strategies for preserving family unity, purpose, and wealth across generations.
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.
Confirmed 2025 Speakers Include:
James E. “Jay” Hughes, Jr.
John A. Warnick
Lori Coonen
Rod Zeeb
Caleb Breakey
Josh Kanter
Carey Spencer
Doug Gray
David Cahoone
Additional speakers to be announced soon.
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.
register here!
SIGN UP to receive latest updates for 2025 Mastering Multigenerational Wealth Conference even before EARLY registration opens. We will keep you updated on Speaker Announcements, Schedule Updates, EARLY Registration discounts and much more!
“I loved the overall blend of technical information and family stories – a beautiful balance.”
FOR A GLIMPSE AT WHAT TO EXPECT THIS YEAR,
VIEW THE 2025 MASTERING MULTIGENERATIONAL WEALTH CONFERENCE TENTATIVE AGENDA
“My whole firm should have been here – amazing Conference!”
SPONSORSHIP OPPORTUNITIES AVAILABLE!
Platinum Sponsor: $10,500 ($9,500 if paid by 6/30/25)
Gold Sponsor: $9,500 ($8,500 if paid by 6/30/25
Silver Sponsor: $6,500 ($5,500 if paid by 6/30/25)
Bronze Sponsor: $2,500 ($2,000 if paid by 6/30/25)
COMPLETE THE FORM BELOW TO RECEIVE SPONSOR INFORMATION!
CONFERENCE FOCUS
Education, networking, and collaboration among family members and professionals.
To provide families 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.
CALL FOR SPEAKERS
Join the amazing line up of speakers including James E. "Jay" Hughes, Jr., John A. Warnick, Lori Coonen, Josh Kanter, Carey Spencer, Rod Zeeb and MORE...
For More Information: Conference@MGFamilyWealth.com
