“I loved the overall blend of technical information and family stories – a beautiful balance.”
A New Home for the annual Mastering Multigenerational Wealth Conference: Presented by Multigenerational Family Wealth
At the conclusion of last year’s conference, one message came through loud and clear: This gathering needs to happen every year. The response from attendees was overwhelmingly positive, with many expressing how valuable it was to bring together professionals and families for candid, insightful, and forward-thinking conversations.
That inaugural event was hosted by The Heritage Institute (THI), with Genacy Group serving as a proud sponsor. THI’s mission has always been clear—to train professionals to become their clients’ most trusted professionals. It does not work directly with families, and that distinction is intentional and important.
As the conference vision evolved, it became evident that the event should be housed within an entity that serves both multigenerational families and the professionals who support them. To fulfill that mission, we launched Multigenerational Family Wealth (MFW)—a new company built to provide a shared community, trusted resources, and educational tools for families and their advisors alike.
MFW is uniquely positioned to continue and grow this annual tradition. Our goal is to offer a safe and enriching forum where families and professionals can learn from one another, gain clarity, strengthen connection, and foster continuity across generations. We are also in the process of building a robust resource center and will be offering additional learning opportunities for both audiences in the near future.
THI and Genacy Group remain deeply committed to this work and will return this year as key sponsors, supporting the expanded vision of what this event—and this community—can become.
We look forward to welcoming you to a conference that is not only continuing, but growing stronger with purpose, partnership, and possibility.
We are putting the finishing touches on our october conference… be in the know!
SIGN UP to receive latest updates for 2025 Mastering Multigenerational Wealth Conference even before EARLY registration opens. We will keep you updated on Speaker Announcements, Schedule Updates, EARLY Registration discounts and much more!
“This is a perfect conference for advisors to bring their clients. It’s been a great opportunity.”
From Planning & Collaboration Through Successful Execution
We invite you to join us in Orlando, Florida at the Mastering Multigenerational Wealth Conference. This is 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, Jr. 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.
SPONSORSHIP OPPORTUNITIES AVAILABLE!
Platinum Sponsor: $10,500 ($9,500 if paid by 6/15/25)
Gold Sponsor: $9,500 ($8,500 if paid by 6/15/25
Silver Sponsor: $6,500 ($5,500 if paid by 6/15/25)
Bronze Sponsor: $2,500 ($2,000 if paid by 6/15/25)
COMPLETE THE FORM BELOW FOR SPONSOR INFORMATION!
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.
“My whole firm should have been here – amazing Conference!”
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.
CALL FOR SPEAKERS
COMING SOON!
Accepting Applications Starting on May 19th
For More Information: Conference@MGFamilyWealth.com
