““Mastering Multigenerational Wealth uniquely brought top notch advisors together with families in a way I have not seen before. There was a great mix of technical and non technical material and it all worked together beautifully. I look forward to attending this event in the future.””
Planning, Trusts, and Governance in a Rapidly Changing World
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.
JOIN THE WAITLIST!
Early discounted registration opening soon - stay tuned.
CONFERENCE FOCUS
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.
VIEW THE 2025 MASTERING MULTIGENERATIONAL WEALTH CONFERENCE AGENDA
““The Mastering Multi-Generational Wealth Conference presented a wonderful forum to learn and hear from nationally recognized thought leaders as well as those who have lived through and personally experienced the unique challenges of generational wealth. Although I’ve been to many conferences in my career, this one is definitely unique and delivers. We look forward to investing in the continued professional growth of our team through their attendance at next year’s conference.””
“Thank you both for organizing such a well-run conference. You and your team went above and beyond to make everyone feel welcomed and valued—even as a vendor, I felt every bit a part of the group as any other attendee. I truly appreciate your warmth and hospitality.”
SPONSORSHIP OPPORTUNITIES AVAILABLE!
Gold Sponsor: $9,500 ($8,500 if paid by 2/1/26)
Silver Sponsor: $6,500 ($5,500 if paid by 2/1/26)
Bronze Sponsor: $2,500 ($2,000 if paid by 2/1/26)
Click the links below for more info:
Sponsorship Flyer
Sponsorship Opportunities
Sponsorship Commitment Form
““As much as we try to keep up on the latest opportunities for helping families thrive with wealth, it’s tough to internalize from one-directional learning like podcasts and articles. The Mastering Multigenerational Wealth conference is expertly designed to mix theory, trends, solutions and old-fashioned dialogue. The experience was immersive and interactive, and the aha’s were immediately actionable in my practice.”
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For More Information: Conference@MGFamilyWealth.com