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 $320! Through January 31st
Sponsorship Opportunities
Speaker Proposal Request Form