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

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.

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.