Adam Taggart is the CEO, host and founder of Wealthion, a financial channel on YouTube with over 5 million monthly views, and the author of Prosper! How To Prepare For The Future & Create A World Worth Inheriting.

Dr. Jamie Weiner is a clinical psychologist and the co-founder of Inheriting Wisdom, a Chicago-based consulting firm that specializes in the human factors affecting high-net-worth families.

Lex van Dam has established a storied career in family offices. His expertise led him to his latest venture—the SFO Alliance, a membership club for the world’s wealthiest families.

Beth Ellis of Bluestone Bank in southeastern Massachusetts is paying close attention to possible changes in estate tax regulations at the state and federal level.