|
SEPTEMBER 2022 ALLIANCE COMMUNIQUE
|
|
|
|
October 18-20, 2022
2022 Alliance Fall Forum
|
|
|
Our world has changed. The motivations, interests, and expectations of both our clients and employees have evolved – but are we keeping up with them? We believe now is the time to pause and Rediscover who we serve, how we serve them, and most importantly, why we serve them.
In this spirit of curiosity and exploration, our 2022 Alliance Fall Forum will kick off with Going Places: an immersive networking reception followed by the 2022 Alliance Young Professionals Awards Dinner. The reception is a unique opportunity to network with fellow attendees and look at the world through fresh eyes. Be sure to show up on time: we will be raffling off all-inclusive excursions, including trips to South Africa, the Maldives, and Italy!
The reception will be immediately followed by our 2022 Young Professionals Awards Dinner, recognizing our industry's under-40 rising stars. This evening has been generously sponsored by Haute Explore.
|
|
|
Sessions include...
- Alliance Research: Talent & Compensation in Family Wealth
- Hearing Their Voice: A Panel of Young Professionals
- Finding Purpose: Going Beyond "Helping the Rich Get Richer’"
- Managing a Bespoke Investment Experience
- Diversifying Your Client Experience
- Is High-tech Destroying High-touch?
- The Next Frontier: The Intersection of Well-being & Wealth
|
|
|
|
All FWA member firms are granted two complimentary seats at this event. Members must log in before registering. Before registering, please confirm you’ve been authorized by your firm to reserve a complimentary seat.
Non-members can purchase Family Wealth Executive or Service Provider seats, as applicable.
The full agenda can be found on the registration page.
|
|
|
Available now!
Quarterly Conversations: Risk Management Spotlight
|
|
|
Open to non-members! Available on demand until the end of September, The Family Wealth Alliance has produced three virtual sessions on innovative insurance and risk management strategies for family offices. Learn from experts at AIG Private Client Group, Marsh McLennan Private Agency Private Client Services, Boulevard Family Wealth, and JDJ Family Office Services how to help elevate this crucial element of your holistic wealth management experience.
Topics include:
- The Property & Casualty Insurance Marketplace
- Life Insurance Strategy for Family Offices
- Risk Management Services for Family Offices
|
|
|
NEW DATE & TIME
Monday, October 3 | 11am CT
Family Dynamics:
Do It Yourself or Make a Referral?
|
|
|
On October 3rd, our monthly Family Dynamics Lunch & Learn Series will continue with a session on Do It Yourself or Make a Referral? FWA members will have the unique opportunity to be coached by experts and each other in a casual and collaborative space.
|
|
PLEASE NOTE: These monthly sessions are facilitated conversations on topics relevant to your work; they are not webinars or presentations. We kindly request that participants come:
- Prepared to be on screen. Feel free to eat your lunch! If you want to go off screen for bites, please then hop back on.
- Ready to participate in conversation. The conversation is facilitated by experts who will share their advice, but the main point is to capture the wisdom within the group.
- With questions and examples pertaining to the topic of the month.
- Open to learn through collaboration.
- Expecting an informal and organically flowing conversation (not a presentation!).
Each live session will be driven by member-submitted questions centered on that month's topic. You can submit questions through the registration link below. Due to the delicate nature of family dynamics issues, these discussions will not be recorded and must be attended live. Questions will be addressed in the order they are received.
|
|
NEW DATE & TIME October 3: Family Dynamics Series - Do It Yourself or Make a Referral?
October 18: CXM Leader Roundtable Meeting (Chicago)
October 18: Operations Leader Roundtable Meeting (Chicago)
October 18-20: 2022 Fall Forum & 2022 Young Professionals Awards (Chicago)
|
|
|
November 10: Virtual YPN Meeting
November 9: Family Dynamics Series - Managing Conflict
November 15: Virtual Evolving Firm Leader Roundtable Meeting
November 17: Virtual CEO Leader Roundtable Meeting
|
|
|
|
March 1-3, 2023: 2023 Alliance Summit (Scottsdale)
|
|
|
|
Launched just last month, our new Operations Leader Roundtable is exclusively for senior operations professionals at FWA member firms – those responsible for project management, human resources, and internal operations. Discussion topics include talent acquisition, development, and retention; technology assessment, integration, and optimization; and client operations best practices.
Our CMO Leader Roundtable has grown and expanded into a CXM Leader Roundtable, an interdisciplinary group of client experience and marketing professionals practicing in the multi-family wealth space. Discussion topics include successfully cultivating prospects into clients; educating the market with a clear value proposition; and segmentation, communication, and engagement strategies.
|
|
|
|
Alliance Leader Roundtables convene intimate groups of like-minded professionals in a safe environment to share best practices, relevant experiences, and common challenges and solutions. Members can request involvement by contacting our President, Rachel Hyman. Non-members, learn more about membership here!
|
|
|
Open for rolling participation!
Voice of the Client Survey
|
|
|
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.
|
|
|
THOUGHT LEADERSHIP & INDUSTRY NEWS
|
|
|
|
|
|
Alliance Talks: Tolleson Wealth Management
Royce Ramey and Meredith Storey from Tolleson Wealth Management share about their firm's reverse mentoring program and what they have learned from their experience as a pairing.
|
|
|
|
Alliance Talks: Pisces Wealth Team
Creating and running a charitable foundation can come with a variety of challenges. Greg Hill and James Norton discuss the Pisces approach to philanthropic giving and their program for guiding clients through the process, the Philanthropic Blueprint.
|
|
|
Why a Breakaway RIA Started a Life Insurance Advisory (Barron's // Boulevard Family Wealth)
Our experience with billionaires and centimillionaires—some first-generation, others with inherited wealth—had taught us that life insurance was a critical tool in helping families reduce tax inefficiencies, grow portfolios, and pass on intact legacies to heirs...
read the full article →
|
|
|
|
|
Alliance Talks: PPB Capital partners
Brendan Lake of PPB Capital Partners discusses family office focused alternative investment and how PPB uniquely serves the wealth advisor community.
|
|
|
Managing Data is More Important than Reporting (Eton Solutions)
Because the data from disparate systems must be reconciled and normalized before it can be used, typically by using spreadsheets, family offices spend an inordinate amount of time generating historical reports. There’s too little time left to realize the full potential of insights buried in the data....
read the full article →
|
|
|
|
|
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 →
|
|
|
|
|
|
