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.
