July 10, 2024

leafplanner to Participate in the "Mastering Multigenerational Wealth Conference"


leafplanner to Participate in the "Mastering Multigenerational Wealth Conference"

At leafplanner, we understand that managing wealth across generations involves more than just financial planning—it requires a strategic approach to preserve legacies and foster family unity. That’s why we’re excited to announce our participation in the upcoming "Mastering Multigenerational Wealth Conference," presented by The Heritage Institute. This exclusive event will take place on October 22-23, 2024, at the prestigious Gaylord Opryland Resort & Convention Center in Nashville, TN.

Empowering Families through Comprehensive Planning

The conference agenda is designed to empower families and professionals with practical insights and strategies for effective wealth transition. From initial planning stages through to successful execution, attendees will gain invaluable knowledge from industry leaders and experts.

Key Speakers

Featured Speakers

Wealth as Well-Being: Qualitative Estate Planning. Can Your Family Live The Plan?

  • Join James E. ‘Jay” Hughes, Jr., John A. Warnick, and Rod Zeeb as they explore how qualitative estate planning can align financial strategies with family values and well-being.

Lessons Learned Over 7 Generations of Being Together as a Family

  • Learn from Ella Chase’s experience as she shares lessons and principles from seven generations of family unity and collaboration.

Adapt, Change or Disappear: New Tools and a New Mindset for a Changing Marketplace

  • David York will discuss innovative strategies and tools essential for navigating today’s dynamic market landscape.

Education & Succession in the Family Enterprise: The Purpose & Role of the Family Owner's Manual

  • Discover the importance of education and structured succession planning from Josh Kanter, aimed at preserving family legacies and promoting sustainable growth.

Networking and Engagement Opportunities

Beyond the insightful sessions, the conference offers exceptional networking opportunities. Connect with peers, share experiences, and build relationships that can enrich your journey in multigenerational wealth management.

Join leafplanner at the Conference

We are honored to be speaking at this esteemed event and look forward to contributing insights on education and succession in the family enterprise. It’s an opportunity for us to engage in meaningful discussions that impact families and professionals navigating complex wealth management challenges.

Registration Details

Registration is now open, with special offers available for non-members and alumni interested in joining The Heritage Institute. Take advantage of early bird discounts and secure your place today!

Date: October 22 & 23, 2024

Location: Gaylord Opryland Resort & Convention Center, Nashville, TN

For more information and to register, visit theheritageinstitute.com.


The "Mastering Multigenerational Wealth Conference" promises to be a pivotal event for anyone involved in wealth management, estate planning, and family governance. Join leafplanner and other industry leaders as we explore strategies to ensure lasting prosperity and harmony across generations.

We look forward to seeing you in Nashville!

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