“This is a perfect conference for advisors to bring their clients. It’s been a great opportunity.”
REGISTER for the 2nd Annual Mastering Multigenerational Wealth Conference
Planning, Trusts, and Governance in a Rapidly Changing World
October 8–10, 2025
Omni Orlando Resort at ChampionsGate | Orlando, Florida
Join us for a one-of-a-kind gathering that unites successful multigenerational families with the professionals who serve them. This unique conference offers a rare opportunity for both groups to learn with and from each other—sharing best practices, lived experience, and forward-thinking strategies for preserving family unity, purpose, and wealth across generations.
FOR A GLIMPSE AT WHAT TO EXPECT THIS YEAR,
VIEW THE 2025 MASTERING MULTIGENERATIONAL WEALTH CONFERENCE AGENDA
CONFERENCE FOCUS
Education, networking, and collaboration among family members and professionals.
To provide families with 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.
CONFIRMED SPEAKERS:
James E. "Jay" Hughes, Jr., David Cahoone, Josh Kanter, Caleb Breakey, John A. Warnick, Rachel Gil, Carey Spencer, Doug Gray, Kim Kamin, Marlis Jansen, Christopher Holtby, Lori Coonen, Rod Zeeb, Kristen Heaney, Mary Duke, Jennifer McCloskey, Howard Neiswender, Marc Stefanski, Charles Eckhart, Mindy Kalinowski Earley, Heather Abramson, Kirby Rosplock
James E. "Jay" Hughes, Jr., David Cahoone, Josh Kanter, Caleb Breakey, John A. Warnick, Rachel Gil, Carey Spencer, Doug Gray, Kim Kamin, Marlis Jansen, Christopher Holtby, Lori Coonen, Rod Zeeb, Kristen Heaney, Mary Duke, Jennifer McCloskey, Howard Neiswender, Marc Stefanski, Charles Eckhart, Mindy Kalinowski Earley, Heather Abramson, Kirby Rosplock
Who Should Attend?
Whether you're part of a thriving multigenerational family or a family seeking to build the culture and structures necessary for long-term success, this event is designed for you.
If you're a professional—advisor, attorney, trustee, therapist, consultant, or coach—serving legacy-minded families or looking to enter this field, you'll gain invaluable insights from both client families and the cross-disciplinary experts who support them.
What to Expect:
You’ll hear from a distinguished lineup of speakers, including family leaders and nationally recognized thought leaders across law, governance, psychology, philanthropy, family dynamics, and legacy planning.
Why This Conference?
When we launched the inaugural Mastering Multigenerational Wealth Conference, we weren’t sure what to expect. But one message came through loud and clear: this gathering must happen every year.
Attendees described the experience as transformative—praising the blend of family voices and professional expertise, and the candid, forward-looking conversations it sparked.
This isn’t just a conference—it’s a trusted space for connection, collaboration, and practical wisdom that helps families thrive across generations.
register here!
“I loved the overall blend of technical information and family stories – a beautiful balance.”
“My whole firm should have been here – amazing Conference!”
SPONSORSHIP OPPORTUNITIES AVAILABLE!
Platinum Sponsor: $10,500
Gold Sponsor: $9,500
Silver Sponsor: $6,500
Founding Sponsor: $1,750
Click the links below for more info:
Sponsorship Flyer
Sponsorship Opportunities
Sponsorship Commitment Form
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“As much as we try to keep up on the latest opportunities for helping families thrive with wealth, it’s tough to internalize from one-directional learning like podcasts and articles. The Mastering Multigenerational Wealth conference is expertly designed to mix theory, trends, solutions and old-fashioned dialogue. The experience was immersive and interactive, and the aha’s were immediately actionable in my practice.”
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For More Information: Conference@MGFamilyWealth.com
