Nicholas Gregory Email & Phone Number

Core Website: MyWEhub.comThe Fall HNW WE Conference - November 13-15 Orland,o Florida - Learn More: https://events.thefei.com/ We help Growing Organically thru “NON-AUM” Fee Structures. - Separate from the “AUM Herd” - Become a true wealth solutions provider “add new ingredients to your products and services mixing-bowl”A fee-based “mall of capabilities” fused together for TopTier Wealth AdvisorsA dynamic portfolio of white label, modular solutions comprised of a cache of advanced strategies coupled with marketing brochures, booklets, presentations and much more. Supported by high touch coaching, training, marketing and case design.Through my Wealth Engineering Family of Companies, my Team and I have been providing a multi-disciplinary portfolio of situational consulting services for Advisors and the wealth ecosystems of their Families and Businesses since 1996. The Family of Companies: - The Wealth Engineering Institute - MyWEHub.com - The Family Wealth Hub - FamilyWealthHub.org - The Charitable Capital Design Center - MyCharitableCapital.com - Family Business Hub - MyFamilyBusinessHub.com - E Benefits Hub - MyEBenefitsHub.com We provide coaching, training, marketing and case design in conjuntion with a broad portfolio of propriatary HNW platform for over 2,100 wealth advisory firms encompassing 8,400+ TopTier Advisors as well as 22 B/Ds and 53 Fixed Rate Marketing Organizations: Multi-Family Offices • Insurance & Investment Professionals • Retirement Planners Wealth Management Firms • Legal & Accounting Firms • Financial & Estate PlannersWealth Engineering - Helping Modernize and Future-Proof Wealth Advisory Practices - Helping Rejuvenate The Contours Of Advisory Practices To Become More Agile."Fusing advanced knowledge, services, products and wealthtech with sound engineering principles"Learn more at MyWEHub.com

Orlando, Fl, Us

MyEBenefitsHub.comEmpowering BenefitsPros On Their Terms"A Seamlessly Harmonized Benefits Ecosystem Engineered Into A Powerful Platform For Benefits Pros"All In One Place: Design • Quote • Present • Enroll • Engage • Communicate • Renew • ManageCustom Digital Dashboard • All-In-One Mobile App • OpenShelf Provider ConsortiumSynched Together With: Coaching • Training • Marketing, Sales & Prospecting Tooling • Collaboration All Resting On A Commission-Free, “Flat-Fee/PEPM” Revenue Structure

MyWealth-Hub.comA boutique Multi-Family OfficeAs a component of the Wealth Engineering Family of Companies, we help professionals synchronize with the ecosystems of Wealthy Families and their businesses.- Focused on the 177,000+ American Families with Net Worth’s exceeding $25 MillionCustomized Utilization for Advisors of Complex Family and Business Wealth Single and Multi-Family Offices - Wealth Management Firms - Law Firms - Accounting FirmsHome of the MyWealth-Hub Dashboard - The Ultimate Multi-Family Office PlatformA virtual dashboard encompassing the wealth ecosystems of families and enterprises“Bringing families, their advisors and all of their wealth together”One-Touch360 Mobile Control • Seamless Navigation • Encased In Dense Cyber SecurityA Synchronized, Frictionless Platform - Intuitively engineered to “master-the-maze”Holistic Harmonization - Everyone, Everything, Anytime, AnywhereOrganize, Store, Track, Collaborate, Activate, Transmit . . . EVERYTHINGBridge tax and accounting with bill pay and e-signature with ease. Utilize agile tasking calendars coupled with permissionable file vaults for legal docs, board minutes, insurances, wellness passports, family albums, etc.. - Checklists and spreadsheets are gone forever!Family infrastructures coordinated with enterprise organizational systems. Employ interactive 3-dimensional visualization of entity and ownership structures calibrated with robust net worth and aggregated investment reporting on a multi-currency, multi-lingual, multi-jurisdiction basis.

MyFamilyBusinessHub.comSatisfying the ever-changing needs of Family Businesses - Bringing families, their advisors and their wealth togetherBUSINESS ENGINEERING 360 - The Family Business Ecosystem Ownership Transition - Accounting and Tax Planning - Mergers and Acquisitions Risk Management - Capital Sourcing - Marketing/Advertising - EBenefits Engineering Human Resources and Payroll - Legal Affairs - Family Cohesion - Giving Back As a component of the Wealth Engineering Family of Companies, FBH is coordinated with an elite national team of firms and professionals.In Collaboration With: Family Businesses • Trade & Professional Business Associations Chartered FB Advisors • Expert Sourcing Firms • Franchises • Chambers of Commerce Collegiate Family Enterprise Centers Across The Nation Carefully selected Advisors and Expert Sourcing Firms - A Cut Above - Providing Family Businesses with: Education • Training • Consulting • Services • Products - Each Chartered FB Advisor and Expert Sourcing Firm takes a forward motion perspective in providing a robust array of services and product solutions. Independent — Experienced — Competent — Dedicatedy

Sanford, Us

MyCharitableCapital.com"Bringing families, their advisors and their wealth together to create bigger waves of giving"Charitable Capital Planning - "Planned Giving Redefined" - The Conversion of Taxable Capital into Personal Capital and Charitable Capital - Connecting the non-profit community with the financial services community.Charitable Capital - "the third form of financial capital"As a component of the Wealth Engineering Family of Companies, we utilize remainder trusts, lead trusts, gift annuities and other planning tools to: - Enhance cash flow on a tax advantaged basis to satisfy other financial needs- Convert low-yielding assets into high, tax-advantaged payments for life- Avoid income, estate and capital gains taxation on both business and non-business assets - Manage tax deductions generated to offset taxation from other income sources - Establishment and implementation of Charitable Capital Giving Programs. - Provide case design, illustrations, presentations and detailed proposals for the various Charitable Capital planning tools. - Custom Designed marketing and educational materials. - Full color booklets, brochures, articles, letters, flyers, and PowerPoint presentations.

Orlando, Florida, Us

GiveBackNation.com"Creating Bigger Waves of Giving"Nick Gregory, his son and several other entrepreneurial philanthropists have used their past experiences and successes to create Give Back Nation; a non-profit organization dedicated to serving causes and their advisors across the nation. Implementing GB Initiatives in geographic regions across the country.The GB Circle of Winning - Collaboration with businesses, the media, sports, celebs, government, education and charities in local communities across the nation.