The rest of the conference provided specialized presenters within the 10 key HNW areas showcasing some of the members of the “expert sourcing” team and the unique HNW services and applications they provide. This is a brief review to be able to illustrate specific solution sets and range of services curated by the Financial Engineering Institute:
Greg Crawford, CEO, Alliance Trust Company—offers turnkey, private-label trust services with extremely favorable Nevada situs for wealth management firm branding - estate migration design techniques coupled with asset protection power tools.
James Sekel, SVP, Private Banking, TriState Capital—offers ways to integrate private banking solutions into your practice like securities-backed lines of credit for your business owner clients – flexible, innovative lending solutions.
Kyle Gregory, President, Give Back Nation—a 501(c)3 national family community foundation which offers qualified advisory firms the ability to position and brand their own community foundation affiliation anywhere in the country with turnkey planned giving, fund-raising tools and a turnkey private-label donor advised fund.
Mark Sims, CEO, Captive Alternatives—provides a private insurance company design that can be built for successful business owners.
Jim Convertino, Director, McGowanPAE Insurance—specializes in property & liability risk management for HNW market including professionals, athletes and entertainers.
Terry Chesser, Principal, U.S.Advisors—provides innovative self-insurance and reinsurance health care design for businesses and business associations.
Walter Cotumaccio, CMO, Reich&Tang—enhanced cash management capabilities.
Larry Shumbres, CEO, Totum Risk—FinTech analytics company that provides enhanced investment risk analysis tools.
Brent Burns, CEO, Asset Dedication—FinTech financial plan-based turnkey asset management platform managed to a higher standard.