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FEBRUARY 2023 ALLIANCE COMMUNIQUE
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REGISTRATION CLOSES FEBRUARY 17
2023 Alliance Summit
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The 2023 Alliance Summit, our members-only, C-Suite leadership retreat, will once again be held at The Phoenician in Scottsdale, AZ on March 1-3, 2023.
The industry becomes more complicated as new firms emerge and others converge. Multifamily Offices feel pressure on their operating models while they strive to continue offering high-touch, customized services to clients. As families become more complex, so do the challenges of serving them while maintaining a scalable, profitable business.
If we learned anything in the last few years, it's that building a flexible firm is key to sustainability. Flexible firms frequently revisit their “why”, service model, and operating structure to accommodate the changing needs of client families. At this event, we aim to Reimagine our business models and how we can modernize to continue serving clients while preparing for a future that is difficult to predict.
Alliance Summit Registration is limited to Members and Partners only.
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March 1-3: 2023 Alliance Summit
March 1: CEO Leader Roundtable in-person meeting
March 1: Evolving Firm Leader Roundtable in-person meeting
March 16: Quarterly Conversations: 2022 Talent & Compensation Study
March 23: Young Professionals Network virtual meeting
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April 19: Operations Leader Roundtable virtual meeting
April 20: CXM Leader Roundtable virtual meeting
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May 10: CEO Leader Roundtable virtual meeting
May 17: Evolving Firm Leader Roundtable virtual meeting
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June 1: Quarterly Conversations: Voice of the Client Study
June 8: Young Professionals Network virtual meeting
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Open for rolling participation!
Voice of the Client Survey
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Our Voice of the Client Survey is a powerful, customizable, and confidential way to understand what your clients value, how well your firm is delivering on that value, and how you compare to your competitors in the industry. FWA worked with a team of experts (from Bain & Co., Charles Schwab Advisor Services, Pitcairn, Greycourt, Ballentine Partners, and WE Family Offices) to develop an industry-specific approach to evaluating and benchmarking your client experience.
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THOUGHT LEADERSHIP & INDUSTRY NEWS
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Alliance Forte: StoryKeep's "The Short Sessions"
Since 2010, StoryKeep has created heirloom-quality, private legacy films for some of world's most successful families. In 2023, they will be on-site in New York City and Denver offering private, video recording sessions so clients – or their loved ones – can capture important stories just in time.
Learn more >>
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Alliance Talks: AgilLink
Mark Wickersham, VP of Strategic Marketing and Don Ludwig, SVP of National Sales at AgilLink discuss the trends and benefits of family offices offering bill pay services.
Topics include:
- Trends in the family office marketplace
- Why more family offices are considering offering bill payment services
- What firms should consider before offering bill payment for their clients
- How firms should think about charging for this service
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FWA Partner Introduction: PURE Insurance
At PURE, policyholders are members. Insuring high net worth families is all we do. By focusing entirely on this space—and welcoming only highly responsible members—PURE can offer more generous coverage and fair pricing. PURE also has an always on resource, The PURE Situation Room, to keep our members and their advisors informed about risk.
Eligible FWA members and their clients are invited to Join the Club of responsible families who expect more from their insurance company.
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Alliance Talks: Friedman + Huey
Friedman + Huey’s Bob Jacobson shares their firm’s approach to serving clients through a virtual multi-family office model.
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Alliance Talks: Integrated Family Office
Jenn Rapoza, Director of Client Experience, shares her passion for serving clients holistically at Integrated Family Office.
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Not yet an Alliance Member?
Whether you're a seasoned multifamily office executive or a rising star in family wealth, we offer research, thought leadership, tailored networking opportunities, and other exclusive benefits designed by and for professionals like you.
The Family Wealth Alliance is the only membership organization focused solely on multifamily wealth firms. We actively curate a collaborative, peer-led community united by shared values and fueled by a desire to serve clients and the industry at the highest level.
learn more about membership →
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The Charles Schwab Corporation (Schwab), provides a full range of securities brokerage, banking, money management and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products. Its banking subsidiary, Charles Schwab Bank (member FDIC and an equal housing lender) provides deposit and lending services and products.
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