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Elevating Women in Family Wealth

An event dedicated to the women who work in this industry and those we serve. Join us as we focus on opportunities and challenges facing this fast-growing segment of clients and advisors. Both men and women are encouraged to attend!

Topics will include:

  • How to Sponsor Female Advisors: A Case Study
  • Cultivating Female Leaders: How to Elevate & Retain Women in the Workplace
  • Building a Women & Wealth Initiative at Your Family Office
  • Gender Lens Investing Best Practices
  • The Future Family Wealth Firm: Managing the Next Decade
NOTE: This is a limited capacity event that WILL sell out quickly. Space permitting, member firms get two complimentary seats; non-member family wealth executives may purchase seats a la carte. All seats will be granted on a first-come, first-served basis.
Register here
Thursday, June 2nd | 12pm CT | Virtual
Leveraging Technology in a Tight Labor Market

Increasing client demand + a scramble for qualified talent = the perfect storm. To stay competitive, family wealth firms need to do more with less.

Within this challenge lies an opportunity to retool and let technology fill in talent gaps. Now is the time for firms to assess existing technology stacks, confirm they are being used to their fullest potential, and invest in new platforms that bring productivity to the next level. In June 2nd's Quarterly Conversations, hear from experts in the field on how to take a pragmatic approach to solving for scalability and efficiency.

Registration is required. A recording of this session will be available for replay in our members-only library following the event.

Carl Knecht



Mike Gault

Head of Expert Services

Jennifer Wagoner Kirksey

Director of Wealth Operations
Tolleson Wealth Management


Register Here (Members Only)
Save the Dates!
June 2: Quarterly Conversations - Leveraging Technology in a Tight Labor Market

June 15​: Family Dynamics Peer Group - Navigating Critical Illness & Relationships

June 16: Young Professionals Network Virtual Meeting
July 13​: Inaugural Event: Elevating Women in Family Wealth (Boston​)

July 14​: 2022 Summer Gathering (Boston​); Leader Roundtable Participants only

July 20: Family Dynamics Peer Group - Effective Communication Tips and Strategies
October 18-20​: 2022 Fall Forum & 2022 Young Professionals Awards (Chicago​)

March 1-3, 2023: 2023 Alliance Summit (Scottsdale)
See the full event calendar here
Voice of the Client Survey:
Now Open for Rolling Participation

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.

An exciting update: Based on overwhelming interest, we have made the strategic decision to keep the survey infrastructure open indefinitely. Instead of offering the Voice of the Client Survey every other year, firms can now participate on their own timeline.
We strongly encourage firms to participate by the end of June 2022 in order to be included in and receive insights from the first industry benchmarking report to be published later in 2022.

Learn more about the Voice of the Client Survey
What Advisors Should Know About Proactive Memorial & Funeral Planning (LHT Consulting)

“It’s kind of like the elephant in the room - something no one wants to talk about.” Funeral and memorial discussions can be difficult, but communication and preparation are crucial. Bob Boetticher from LHT Consulting discusses why advisors should be proactive with these important conversations.

watch the video →
Risclarity Commended at the 9th Family Wealth Report Awards

Risclarity was commended for its recent integration platform technology innovation that facilitates interconnections with existing systems and data, simplifying the onboarding process.

read more →
Unlocking Assets for Charitable Good (Schwab Charitable)

How can you maximize your impact on the causes that mean the most to you? Eric Joranson and Chris Boyce of Schwab Charitable join Alliance Talks to explore how non-cash assets can have big effects on your giving strategies.

watch the video →
Risclarity Named One of the Best Places to Work in Denver By Employees and Denver Business Journal

Congratulations to our partners at Risclarity for being ranked a Best Place to Work in the Denver metropolitan area in the small business category by the Denver Business Journal. 

learn more →
New & Returning Members
New Strategic Partners
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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