Highlights from the 2026 Mastering Multigenerational Wealth Conference

The 3rd Annual Mastering Multigenerational Wealth Conference brought together professionals, family office leaders, and multigenerational families for three days of conversations focused on navigating the Great Wealth Transfer. Held in Frisco, Texas, the conference centered on intentional strategies for preparing heirs, strengthening family alignment, and preserving legacy across generations.

Throughout the conference, speakers explored topics including family trust companies, governance, entrepreneurship, philanthropy, succession planning, and rising-generation engagement. Sessions like “Creating a Family Entrepreneurial Culture,” “Innovative Philanthropy: Where Family, Purpose, Passion and Planning Meet,” and “The Gold That Holds Families Together” emphasized the importance of shared values, communication, and purpose in sustaining family wealth beyond financial assets.

Attendees also explored modern challenges facing family offices, including AI and cybersecurity risks, trustee preparedness, and collaboration between traditional and non-traditional professionals. Interactive discussions, panels, and networking opportunities encouraged participants to exchange ideas and practical strategies for long-term family success.

A consistent theme across all three days was that successful wealth transfer requires more than technical planning - it requires intentional leadership, education, and ongoing family engagement. The conference concluded with discussions on integrating future generations and creating lasting family connections designed to flourish for generations to come. 

📷 Check out our 2026 Photo Gallery

✨ Add your name to our "Stay Informed List" on our homepage, and be the first to know when dates and details drop for next year's conference.

Thank You to Our Speakers & Sponsors

The 3rd Annual Mastering Multigenerational Wealth Conference was an incredible success, and we want to extend our heartfelt thanks to the speakers and sponsors who made this event so meaningful.

This conference was created to bring families and professionals together for meaningful conversations around legacy planning, wealth stewardship, and preparing heirs for the Great Wealth Transfer.

To our speakers - thank you for sharing your expertise, experiences, and thoughtful leadership. Your willingness to engage in authentic and forward-looking conversations created an impactful learning experience for everyone in attendance.

To our sponsors - thank you for your continued support and commitment to helping families thrive across generations. Your support helps make this unique gathering possible year after year.

What began as a vision for meaningful dialogue has grown into a trusted community where families and professionals come together to learn, connect, and build lasting legacies. Thank you again for being part of the 3rd Annual Mastering Multigenerational Wealth Conference. We look forward to seeing you again next year!

💫 Add your name to our "Stay Informed List" on our homepage, and be the first to know when dates and details drop for next year's conference.

Exploring This Year’s Conference Agenda

As we prepare for the 3rd Annual Mastering Multigenerational Wealth™ Conference to start next week, we’re excited to share the full agenda for Prosperity by Design: Beyond the Great Wealth Transfer - Intentional Strategies for Preparing Heirs and Navigating the Great Wealth Transfer.

If you’re joining us this year, now is the perfect time to take a closer look at what’s ahead. From thought-provoking keynote sessions to interactive discussions and networking opportunities, the agenda is designed to spark meaningful conversations around preparing heirs, strengthening family alignment, and sustaining wealth across generations. You’ll also hear directly from families as they share real experiences, insights, and perspectives that bring these conversations to life.

Be sure to review the full agenda so you can plan your experience and make the most of your time at the conference.

If you’re unable to attend this year, we’d still love to stay connected. You can sign up for our interest list directly on our homepage to receive important updates and announcements as details for next year’s conference become available.

Whether you’re joining us in Frisco or following along from afar, we look forward to continuing the conversation and sharing what’s ahead.

View our 2026 Agenda
Sign up for our interest list

Room Block Ending Soon: Secure Your Stay in Frisco

If you’re planning to attend the 3rd Annual Mastering Multigenerational Wealth Conference, this is an important reminder that the room block will be ending on Monday, April 13.

The conference will be held in Frisco, Texas, at the HALL Park Hotel, a premier boutique hotel located in the heart of the city’s newest hub for art and community - Kaleidoscope Park. Staying within the room block not only keeps you close to conference activities but also allows you to fully experience everything the venue has to offer.

HALL Park Hotel blends comfort with elevated design, offering thoughtfully curated spaces that reflect creativity and connection. Guests can enjoy a range of upscale amenities, including an outdoor pool and bar, a fitness center, and beautifully maintained gardens. Whether you’re looking to unwind between sessions or connect with other attendees, the setting is designed to support both relaxation and engagement.

Dining is another highlight of the experience. Palato Italian Kitchen and Lounge, the hotel’s on-site restaurant, offers Northern Italian cuisine in a refined yet inviting atmosphere, with options to dine indoors or on a spacious outdoor patio. In addition, guests will find a variety of restaurants within walking distance, making it easy to explore local dining options during their stay. You can also enjoy a refreshing beverage poolside or relax with a drink in the hotel’s inviting lounge spaces.

With its blend of location, design, and amenities, HALL Park Hotel provides a convenient and comfortable home base for your time in Frisco.

Be sure to secure your accommodations before the room block closes on Monday, April 13.

Links:
Room Block
Dining
Kaleidoscope Park

For additional details and helpful information, please visit the FAQs page.

Speakers and Sessions at a Glance

Three days. Incredible speakers. Topics that matter.

May is coming up fast, and we wanted to share a preview of the speakers and sessions lined up for this year’s Mastering Multigenerational Wealth™ Conference in Frisco, Texas.

This is the premier event for multigenerational wealth, and the agenda reflects that.

Attendees will hear from a carefully selected group of speakers covering the topics most relevant to families and trusted professionals.

With the conference approaching, now is the time to take a closer look at what’s ahead. Whether you're already registered or still deciding, explore the speakers and sessions and start planning your experience.

View the Agenda

Register here - Seating is limited. Secure your spot today!

First Speakers Announced! Plus a Preview of the Conference Agenda

We’re excited to announce the first ten speakers joining this year’s 3rd Annual Mastering Multigenerational Wealth Conference, along with an early preview of the three-day agenda.

This year’s program brings together leaders from across the multigenerational wealth space, including experts in family governance, estate and legal planning, family office leadership, legacy consulting, philanthropy, and rising gen preparation. The speakers represent a range of professional perspectives focused on helping families navigate wealth transfer and long-term legacy planning.

What makes this conference unique is the blending of professional expertise with lived family experience. Many speakers work closely with families navigating complex wealth transitions and understand the dynamics of family relationships, values, communication, and purpose.

Conference Speakers:

1. John A. Warnick – Founder, Purposeful Planning Institute

2. Ella Chase Hyland – Founder, Chase Impacts

3. Devon Dougherty – Principal Partner, Interplay Fundraising and Communications

4. Josh Kanter – Founder & CEO, leafplanner

5. Jennifer McCloskey – Owner & Managing Partner, Zelvin Law

6. Sue Totten – Director, Totten Family Office

7. Kasia Flanagan – Owner, Everyday Legacies

8. Cindy Steeb – CEO & Founder, CLS Legacy Team, LLC

9. Lori Coonen – Principal, Genacy Group

10. Rod Zeeb – Founder & CEO, The Heritage Institute

Click here to preview the three-day agenda for the conference.

Stay tuned as we continue announcing additional speakers joining us this year in Frisco, Texas.

Stronger Together at the Conference

Whether it’s a family planning for the future or a group of professionals looking to grow their practice, attending the 3rd Annual Mastering Multigenerational Wealth Conference as a group allows everyone to connect over the same content, gain shared understanding, and leave aligned in vision and purpose.

That’s why we’re offering special group opportunities for families and professionals to join the conference and benefit together:

For Families:

Limited Offer (contact us for registration details):

• Register 2 family members at full tuition each - Get up to 3 additional family members FREE

  For Professionals:

Limited Offer (contact us for registration details):

• Register 3 or more colleagues from the same firm/organization - All colleagues receive 50% off regular tuition

Contact us today at Conference@MGFamilyWealth.com to reserve your group’s special discount and secure your spots.

Frisco, Texas: A Hub for Growth, Insight, and Adventure

Frisco, Texas, is one of the most up-and-coming cities in the United States, making it a perfect setting for a gathering of families and professionals focused on legacy, purpose, and wealth across generations. Its modern developments, growing cultural scene, and welcoming atmosphere make it an ideal backdrop for connection and learning.

For solo attendees, Frisco offers opportunities to explore art, culture, and unique experiences that inspire new ideas and perspectives. The city provides ways to connect with fellow attendees or enjoy time discovering what makes this vibrant city special.

Families will also find Frisco full of engaging activities for all ages. Outdoor spaces, interactive experiences, and family-friendly programs make it easy to create meaningful memories while complementing the conference's focus on multigenerational learning and collaboration.

With its mix of contemporary style, cultural offerings, and inviting spaces, Frisco is the ideal setting to combine professional growth with exploration.

Discover activities in Frisco and learn more about The HALL Park Hotel on our Location page.

Important Links:
Early Registration - SAVE 20% through February 23.
Sponsorship Opportunities
Speaker Proposal Request Form
The HALL Park Hotel, Autograph Collection

Beyond The Great Wealth Transfer

The Great Wealth Transfer is often framed as a financial event, but families and professionals increasingly recognize it as a human transition - one that shapes relationships, purpose, and long-term stewardship.

That perspective defines the 2026 Mastering Multigenerational Wealth™ Conference, themed Prosperity by Design: Beyond the Great Wealth Transfer. The conference focuses on intentional strategies to prepare heirs, align generations, and create governance and communication frameworks that support lasting prosperity.

More than a discussion of documents or transactions, this gathering has evolved into a trusted community where families and professionals engage in deeper conversations and co-create better multigenerational outcomes.

Early registration is now open. Secure your spot and be part of the conversation shaping the future of multigenerational wealth.

Important Links:

Early Registration - SAVE 20% through February 23.
Sponsorship Opportunities
Speaker Proposal Request Form

Key Updates for the 3rd Annual Mastering Multigenerational Wealth Conference

1. Speaker Proposal Submissions
Are you a thought leader in law, finance, family dynamics, psychology, philanthropy, or legacy planning? We are now accepting speaker proposals for those interested in sharing their expertise with both multigenerational families and cross-disciplinary professionals. This is your chance to contribute to candid, forward-looking conversations that make a lasting impact.

2. Sponsorship Opportunities
Partner with us as a conference sponsor to connect with engaged families and top-tier professionals. Sponsorships offer a unique platform to showcase your brand, support education in multigenerational wealth, and gain visibility among an audience committed to legacy building.

This is not just a conference. It is a space for connection, collaboration, and practical wisdom that helps families thrive across generations.

3. Early Registration is Now Open
Secure your spot today to be part of this transformative experience. Early registrants not only reserve their place but also gain access to exclusive updates and content leading up to the conference.

Stay tuned for more updates!

Important Links:

Early Registration - Save 20% through February 23.
Sponsorship Opportunities
Speaker Proposal Request Form

WE'RE BACK! Join Us in Frisco, Texas on May 4-6, 2026, for the 3rd Annual Mastering Multigenerational Wealth Conference!

This conference is dedicated to education, networking, and collaboration among family members and the professionals who support them. Attendees will gain expert insights on wealth transfer, succession planning, financial strategies, and legacy building - all with an emphasis on practical takeaways and actionable strategies for real-world application.

• Learn more about the HALL Park Hotel, Autograph Collection and plan your stay.

• Take advantage of our EARLY BIRD registration rate of $875, available through December 31st, 2025 only. Secure your spot early to join this transformative experience!

• Interested in becoming a Sponsor? View our Sponsorship Brochure

Stay tuned for a curated guide to Frisco experiences, thoughtfully selected for both professionals traveling solo and families, whether attending together or independently. From fine dining to indoor and outdoor activities, there will be something for everyone to enjoy, combining entertainment, leisure, and cultural highlights throughout the city.

Omni Orlando Resort at Championsgate - Everything for the best stay!

We hope you are planning to join us at the Mastering Multigenerational Wealth Conference for the insights, connections, and personal growth—but we know that's only part of what makes an experience truly memorable. Fortunately, the resort offers even more to enjoy!

At the Omni Orlando Resort at Championsgate you will find a gorgeous facility. Rather than re-write what is already out there, let’s quote Trip Advisor:

“The resort offers a full-service spa, multiple restaurants, two world-class golf courses, water parks, water slides, a lazy river, and Orlando's only resort wave pool. A Four Diamond resort for families, couples, and business travelers alike, Omni Orlando Resort at ChampionsGate is just 8.3 miles from Walt Disney World Resort and near other top attractions like Universal Studios and SeaWorld. Two- and three-bedroom villas are available and there's also a free shuttle to the theme parks at Walt Disney World. Whether you are looking for a family-friendly getaway, a couples retreat, or the ultimate golf vacation, Omni Orlando Resort at ChampionsGate is the perfect destination for your Florida escape. Browse our exclusive offers, hotel and spa packages to make it easier to plan your stay.”

In addition to a fantastic conference to help your family master multigenerational wealth, you can have a great time at the resort.

We can’t wait to see you! Register here

SPEAKERS: Multigenerational Wealth Conference

The second annual Mastering Multigenerational Wealth Conference has an incredible line up of speakers providing insight and direction including: Caleb Breakey, David Cahoone, Lori Coonen, Doug Gray, Christopher Holtby, James E. “Jay” Hughes, Jr, Marlis Jansen, Josh Kanter, Kim Kamin, Carey Spencer, John A. Warnick, and Rod Zeeb.

Each of these professionals comes from a unique background and profession that serves the needs of affluent, multigenerational families like yours.

SPOTLIGHT ON KIM KAMIN

In addition to serving as the chief wealth strategist at Gresham Partners in Chicago, IL, Kim is an adjunct professor at the Northwestern University Pritzker School of Law and on the faculty of The University of Chicago Booth School of Business Executive Education. She serves more than 120 ultra-high net worth families by partnering with them to develop and implement wealth transfer, philanthropic endeavors, education, and fiduciary planning.

In reference to her favorite client moments, Kim said, “what each event shares in common are the deep and enriching connections, the bond I witness between our clients and us, and how exciting and heartwarming it is to watch our clients become friends with each other. Memories are comprised of moments. And the composite of moments I have enjoyed with our clients is incredibly meaningful and special to me.”

“I feel particularly fulfilled working with individual clients over time, helping them determine how their estate plans should be structured for the wealth to ultimately maximize the flourishing of their families and achieve their philanthropic goals. It is tremendously rewarding to facilitate discussions that result in clients leaving legacies that align with their values and create measurable impact. Collaborating with their attorneys and other professionals to reach the best result for the client is also gratifying. Overall, as an educator, it is a great privilege to guide clients in documenting what matters most in ways that can positively impact future generations."

In addition to her great work and perspective on multigenerational wealth planning, she is a wife and mother of a rising college freshman.

Preparing Wealth or Preparing Heirs to Build Legacy

What do we recall about the legacy of the Vanderbilts or the Hearst family? Most of us remember that their wealth and family connections eventually faded away.

As a society, we have dedicated decades to legal efforts aimed at safeguarding wealth from being wasted by future generations. This approach has seen moderate success. While wealth remains intact, what is happening to the families involved?

Instead, envision a scenario where heirs are being prepared for the wealth they are meant to manage. The shift towards focusing on preparing individuals rather than building legal structure around the money is both evolving and can be transformative. By preparing individuals, we foster an atmosphere of trust, accountability, shared objectives, and, most crucially, freedom for the heirs. Freedom from the anxiety of “doing it wrong,” freedom from uncertainty, and freedom from complacency. Preparation is empowerment. AND it lays the groundwork for legacy, remembrance, and enduring influence.

Multigenerational Wealth - What and Why

Multigenerational Wealth – define it, reimagine it, and establish a supportive environment for sustained growth.

What is meant by multigenerational wealth? It is wealth that is abundant enough to persist beyond the generation that created it and the generation responsible for its expansion.

What do we refer to as "Wealth?" Wealth is more than just financial assets; it’s well-being.

We aim to nurture, cultivate, and grow multigenerational wealth in a healthy, sustainable way. This vision inspired us to host the first Multigenerational Wealth Conference, and we are thrilled to invite you to the second annual Multigenerational Wealth Conference this October in sunny Orlando, Florida.

We are bringing together affluent, multigenerational families and the professionals who serve them in a shared learning environment. Using plenary sessions, everyone engages in the same high-level conversations, insights, and breakthroughs.

The conference has several objectives, including providing affluent, multigenerational families like yours and the professionals who work with you with:

• Actionable governance frameworks: Models for managing trusts, leadership transitions, and family council dynamics.

• Resilient legacy planning tools: Approaches that help your enterprise navigate challenges—whether economic, generational, or behavioral.

• Networking for impact: Connect with families and professionals who share your aspirations and commitments.

• Forward-vision mindset: Crafted to motivate active value definition—not just wealth preservation—to establish successful following generations.

The speaker lineup features leading voices and rising stars in family wealth, governance, legacy, and philanthropy.

We hope you will join us annually for the conference. Our mission is to empower families and professionals to align your family's purpose with your legacy.

SIGN UP HERE