Wealth Management EDGE - Day 1 (June 9) - US Eastern
Location: Addison Ballroom West
- Anna Stern - Legal Editor at Trust & Estates, Informa
Location: Addison Ballroom West
- Heather Pelant - Managing Director, Cresset
A focused session for RIAs on how to connect with next-generation clients, build financial confidence, and prepare future family decision-makers through practical, real-world approaches that strengthen relationships and drive long-term retention.
Location: Addison Ballroom West
- Paul Stamoulis - President of Worth Media Group, Managing Partner and co-founder of Clarim Holding
- Cameron Rogers - Partner, Angeles Wealth Management
- Jason Borek - Chief Growth Officer, The Pinnacle Group
- Tiffany Tocco - Business Development Risk Advisor, Starkweather & Shepley Insurance
Location: Addison Ballroom West
A concise look for RIAs at how to thoughtfully broaden family office offerings while preserving the high-touch service, discipline, and trust that define the model.
Location: Addison Ballroom West
- Matt Zampariolo - Research Analyst, Wealth Management, Cerulli Associates
- Alex Farman-Farmaian - Chief Executive Officer, Compound Planning
- Jeremiah Barlow - Chief Commercial Officer, Mercer Advisors
A practical session for RIAs on navigating evolving policy and implementing thoughtful strategies to optimize legacy outcomes and multigenerational wealth transfer.
Location: Addison Ballroom West
- Joyce Franklin - Senior Wealth Advisor and Partner, Mission Wealth
- Patrick Schultz - Senior Wealth Planner, Clark Capital Management Group
Discover how technology is enhancing transparency and efficiency in estate planning processes
Location: Addison Ballroom West
- Davis Janowski - Senior Editor, Technology & Research Analyst, Wealth Management Group
- Alex Hargrove - CEO, NetLaw
- Ed Swensen - President, RFG
This session explores why Puerto Rico has become one of the most attractive jurisdictions in the United States for investors, entrepreneurs, and family offices. The discussion will cover Act 60 tax incentives, including the extension of Act 60 through 2055, and how Puerto Rico can serve as a strategic tool in the design of a diversified portfolio, supporting long-term wealth creation, business expansion, and tax efficiency within a U.S. jurisdiction.
Location: Addison Ballroom West
- Pedro Notario-Toll - Capital Member and Founder, Ferraiuoli's Tax Law Practice Group