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OCTOBER 2022 ALLIANCE COMMUNIQUE
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Thank you for our biggest Alliance Fall Forum ever!
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Thank you to the 185+ Alliance members, partners, and industry thought leaders who joined us in Chicago last week for the 2022 Alliance Fall Forum, our highest attended event ever. In addition to a host of veterans and industry-leading speakers, over 40% of our attendees were brand-new faces!
Congratulations are in order to the 25 winners of our 2022 Young Professionals Awards, whose ceremony kicked off last week's festivities. Our special thanks to Haute Explore for sponsoring the evening and raffling off some truly amazing trips to Bermuda, the Maldives, Italy, and South Africa.
We continue to be amazed at the camaraderie and collaboration that make our community so special. We can't wait to see you all again soon!
Coming soon: 2022 Fall Forum session recordings will be available within the Alliance Member Portal for re-watching or sharing with colleagues who were unable to attend.
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Save the date! March 1-3, 2023
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.
It's time to Reimagine how we do business: to reverse engineer our business models, diversify our fees, evolve our management structures, and innovate our growth strategies. You don't want to miss this unique opportunity to gather with industry titans in a collaborative, intimate setting.
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November 9: Family Dynamics Series - Managing Conflict
November 15: Virtual Evolving Firm Leader Roundtable Meeting
November 17: Virtual CEO Leader Roundtable Meeting
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March 1-3, 2023: 2023 Alliance Summit (Scottsdale)
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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.
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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!
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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 Talks: Tolleson Wealth Management
The future of work seems as uncertain as ever, but there are steps that firms can take to create the best environment for their teams. Rory Melick, Partner and Head of Human Capital Management at Lord Abbett joins Alliance Talks to discuss his vision of the future of work and human capital management.
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How CPAs Can Help Clients Impacted by Hurricane Ian (Illinois CPA Society)
With the IRS providing tax relief for victims of Hurricane Ian, CPAs and other advisors are likely to get hit with questions. Here’s everything you need to know to help your impacted clients get the financial relief they need...
read the full article →
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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.
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Tax Relief for Victims of Hurricane Ian (Wintrust Wealth Management)
On September 29, 2022, the Internal Revenue Service announced that victims of Hurricane Ian now have until February 15, 2023 to file various individual and business tax
returns and make tax payments. Individuals and households that reside or have a business anywhere in the states of Florida, South Carolina and Georgia qualify for this tax relief.
read the full article →
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Note from the CIO: What Should We Do Now? (Quantum Financial Advisors)
Market volatility can be unnerving, and some may be wondering "What Should We Do Now?" that the markets are down 20%+. In their most recent CIO Note, Quantum Financial Advisors' Chief Investment Officer Darius Gagne offers some timely perspective to that very question.
read the full article →
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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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