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DECEMBER 2022 ALLIANCE COMMUNIQUE
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Thanks to you, our community, we’ve had the pleasure of hearing and curating some of 2022's most exciting industry voices! We have gathered our 10 highest-rated and most-viewed videos from the past year for our first annual Alliance Wrapped. Here's a look back at 2022 Alliance content highlights...
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The Power of Women Investors
Andrea Turner Moffitt, Amy Michaliszyn
Our opening keynote from the Inaugural Elevating Women in Wealth event was a hit among attendees. Andrea Turner Moffitt is a national thought leader on women investors. In this session Andrea discussed key findings from her book and research, how women around the world wield tremendous economic power that remains mostly untapped, and her observations building an investment firm centered around intentional investing and engaging women investors.
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Cultivating Female Leaders: How to Elevate & Retain Women in the Workplace
Linda Sanchez, David Hodnett, Jennifer Murtie, Lynne Born
We hear often that Alliance members are looking for ways to support women in their firm and foster environments that are conducive to raising up female leaders. This session from Elevating Women in Family Wealth event showcased how different family offices executives are attracting, supporting, promoting, and retaining women on their teams.
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The Lost Art of Connecting
Susan McPherson, Deb Wetherby
Susan McPherson - self proclaimed "serial connector" and author of The Lost Art of Connecting, explains in her book how we can make every relationship (including colleague and client relationships) meaningful and rewarding.
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Alliance Talks: Cultivating a Culture of Leadership with Lord Abbett
Kristen Maple
Kristen Maple, Chief Impact Office at Lord Abbett joins Rachel in this Alliance Talks to discuss her firm's journey to creating an incredible culture of leadership development and purpose across their organization.
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Quarterly Conversations: Navigating Hard Conversations with Families
Amanda Koplin, Joanna Gordon Martin, Nicki Colosi-Trilling
This year we connected with members virtually through our quarterly webinar series. Our highest attended webinar was focused on difficult conversations - part and parcel of the business of working with people. This session highlights speakers with two different perspectives that come up while working with families: mental health care and advising aging populations
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Finding Purpose: Going Beyond 'Helping the Rich Get Richer'
Brian Portnoy, Shaping Wealth
Brian Portnoy, Ph.D, CFA, one of the world’s leading experts on the psychology of money, led a session that resonated with Fall Forum attendees. In his bestselling book, The Geometry of Wealth, Dr. Portnoy defines true wealth as “funded contentment,” or the ability to underwrite a meaningful life. Brian shared the dimensions of this "funded contentment" and how they can be applied to the search for purpose and fulfillment, both in our personal lives and at work.
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Hearing Their Voice: A Panel of Young Professionals
Victor Abiamiri, Lauren Wood, Michael Clark, Abigail George
At the 2022 Fall Forum, we honored 25 rising stars in the industry with the Alliance Young Professionals Award. For this session, we heard directly from some of those winners: why they are staying in their current roles, what keeps them motivated, what they value, how they find purpose at work, and what they plan to do as rising leaders to attract and retain future talent on their teams
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Alliance Talks: Level Reverse Mentor Program with Tolleson Wealth Management
Royce Ramey, Meredith Storey
Royce and Meredith from Tolleson Wealth Management share their firm's interesting approach to mentoring by "reversing the roles", with junior staff mentoring firm leadership. This initiative has had a positive impact on the individuals and the firm culture as a whole. A very interesting listen!
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Alliance Talks: Insights from the Voice of the Client Survey with Clearwater Capital Partners
John Sleeting, Katie Berganske, Tyler Beachler
In 2022, firms participating in our industry-first Voice of the Client Survey began to see their results! Clearwater Capital Partners, an early adopter in this project, shared their insights, takeaways, and tangible action items they are pursuing in light of this new data.
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Risk Management Spotlight: The P&C Marketplace and Your Options
Bob Donnelly, Steve Poux
In Q3, we dove into risk management and approached it from a few different perspectives. This interview highlights the current P&C marketplace and updates advisors on what they need to know.
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REGISTRATION OPEN!
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. View the agenda below - speakers announced soon!
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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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