We invite you to join us in Orlando Florida at the Mastering Multigenerational Wealth: From Planning and Collaboration Through Successful Execution, an exclusive conference designed for affluent multigenerational families and the dedicated professionals who serve them. This gathering brings together world-class experts—including the legendary James E. “Jay” Hughes and the visionary John A. Warnick—to explore the leading edge of family wealth planning. Held in an atmosphere of thoughtful dialogue and practical insight, the conference will create space for meaningful connection and learning among families, estate planners, attorneys, therapists, wealth managers, and family enterprise consultants who understand that real legacy is more than numbers on a balance sheet.

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.

Insights, solutions & strategies                                                    At this conference you’ll gain access to groundbreaking thinking, real-world strategies, and a growing community that is reshaping what it means to plan wisely and execute well. Together, we’ll explore how thoughtful planning, intentional governance, and multi-disciplinary collaboration can transform wealth into a catalyst for growth, contribution, and connection. Whether you're guiding your family through generational transitions or advising others through theirs, this gathering will equip you with the tools, insights, and inspiration to help wealth become a source of flourishing—not just for today, but for generations to come.