SPEAKERS

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Option 1

I’m excited to be speaking at the 3rd Annual Mastering Multigenerational Wealth Conference: Prosperity by Design - Intentional Strategies for Preparing Heirs and Navigating the Great Wealth Transfer - this May in Frisco, TX.

This conference brings together multigenerational families and the trusted professionals who serve them for meaningful, real-world conversations around preparing the next generation, navigating complex wealth transitions, and building systems that support long-term family success. We’ll explore practical strategies for succession planning, governance, family dynamics, and preserving both financial capital and family unity across generations, combining expert insight with the lived experience of families actively doing this work.

If you’re serious about building or supporting lasting multigenerational wealth, this is a rare opportunity to be in a room like this.

Use my discount code and join us: (Enter code)

✨ Register Today: https://www.thefamilyprosperityalliance.com/offers/A7tDv2Bz/checkout

🔗 Conference Website: https://www.masteringmultigenwealth.com

option 2

This event is designed to bring families and trusted professionals into the same room to move beyond theory and into practical, actionable strategies for generational wealth. We’ll dive into how to intentionally prepare heirs, approach succession with clarity, and create structures that support both wealth and strong family relationships over time. What makes it unique is the blend of professional expertise and real multigenerational family perspectives.

If this is something you’re navigating or supporting, this is one of the most valuable rooms you can be in this year.

Use my discount code and join us: (Enter code)

✨ Register Today: https://www.thefamilyprosperityalliance.com/offers/A7tDv2Bz/checkout

🔗 Conference Website: https://www.masteringmultigenwealth.com