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““Mastering Multigenerational Wealth uniquely brought top notch advisors together with families in a way I have not seen before. There was a great mix of technical and non technical material and it all worked together beautifully. I look forward to attending this event in the future.””
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.
view the 2026 Conference Agenda
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.
“Thank you both for organizing such a well-run conference. You and your team went above and beyond to make everyone feel welcomed and valued—even as a vendor, I felt every bit a part of the group as any other attendee. I truly appreciate your warmth and hospitality.”
We offer three levels of sponsorship opportunities so you can choose the level of visibility and engagement that best aligns with your goals. More information and pricing for the 2027 conference will be available soon.
Interested in sponsoring our next conference?
Complete the Sponsor Interest Form:
““It has been an inspiring few days to see philanthropy included not as a side topic, but as an essential conversation contributing to multigenerational wealth planning. Incredible to spend a few days with families and advisors from around the country.””
““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
Travel and Accomodations are Arranged Independently