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JUNE 2022 ALLIANCE COMMUNIQUE
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The struggle for talent in today’s marketplace is real.
We know market-calibrated compensation is critical to your talent acquisition and retention strategies (it’s why you’ve been asking us to do a family wealth compensation study for years!). But even more critical is understanding the full picture of today’s employee experience: compensation, benefits, remote work, DEI, and more. What are other family wealth firms doing to attract and retain talent – and is it working?
Our 2022 Talent & Compensation in Family Wealth Survey is designed to get you the answers you need. As always, your participation in the survey will grant you access to the final report, as well as exclusive follow-up commentary and insights from FWA and Grant Thornton, our research partner.
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This is an in-depth survey with robust question sets for each position you are interested in benchmarking – please give yourself (or your HR lead) plenty of time to respond before the due date.
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Launching next month...
NEW Alliance Operations Leader Roundtable
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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.
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Launching in July, 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.
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The Operations Leader Roundtable joins our growing suite of Leader Roundtables, which now includes the CEO Leader Roundtable, CMO Leader Roundtable, and Evolving Firm Leader Roundtable.
Leader Roundtables are by invitation only to Alliance Member firms. They are curated peer groups that cultivate open discussion within a supportive, confidential environment. Simply put, they help elevate your practice by connecting you to the highest level of peer exchange. Participants benefit from a unique experience with a committed group of peers, gaining invaluable perspective, clarity, and direction.
Members can request involvement by contacting our President, Rachel Hyman. Non-members, learn more about membership here!
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Elevating Women in Family Wealth
SOLD OUT | JULY 13, 2022 | BOSTON
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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!
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KEYNOTE SPEAKER
Andrea Turner Moffitt
Co-Founder, Plum Alley Investments
Author: Harness the Power of the Purse
Interviewed by Amy Michaliszyn, EVP, Federated Hermes
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Andrea Turner Moffitt is a national thought leader on women investors. Her recent book, Harness the Power of the Purse: Winning Women Investors, is the culmination of nearly three years of research on women investors across six countries. She also co-authored a groundbreaking global study on women investors at the Center for Talent Innovation, where she was previously a Senior Vice President and now serves as a Senior Advisor.
Turner Moffitt is also the co-founder of Plum Alley Investments, a private investment platform committed to increasing the base of capital for women entrepreneurs and gender diverse teams while creating a powerful and engaging experience for a broader base of investors to influence innovation and shape the future. In this keynote presentation, Andrea will discuss her book, her research, and how women around the world wield tremendous economic power that remains mostly untapped.
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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
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August 17: Family Dynamics Peer Group - Using Genograms to Understand Family Dynamics
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October 18-20: 2022 Fall Forum & 2022 Young Professionals Awards (Chicago)
March 1-3, 2023: 2023 Alliance Summit (Scottsdale)
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THOUGHT LEADERSHIP & INDUSTRY NEWS
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ALLIANCE TALKS
Cultivating a Culture of Leadership (Lord Abbett)
Kristen Maple, Chief Impact Officer 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.
watch the video →
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Monthly Market Update: As Inflation Disrupts, Alternative Investments Take Center Stage to Stabilize (PPB Capital Partners)
After inflation in the month of May came in at nearly 9%, the markets have been skittish in June. Attempting to bring inflation under control, the Federal Reserve responded with an aggressive increase of 75 basis points...
read the full article →
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CE CREDIT
Adapting to Uncertainty: Inflation, Rates, Market Volatility, and Geopolitical Risk (Lord Abbett)
Catch the replay of Lord Abbett's Midyear 2022 Investment Outlook as their investment leaders provide insights on adapting to market uncertainties and the potential investing implications for the second half of the year. Continuing education credits apply.
watch the replay →
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FOR YOUR CLIENTS
Northbound Legacy Books (Northbound Consulting)
Founded to strengthen connection between family members and across generations, Northbound Consulting's latest offering sees professional writers and book designers working hand in hand with family members to create a stunning, premium-quality book that honors family history and legacy.
learn more →
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ALLIANCE TALKS
AI & Wearable Tech in Healthcare (Scientica Ventures presented by Syntax Advisors)
AI is disrupting healthcare as we know it, and Harry Glorikian explores this topic in his new book, The Future You.
watch the video →
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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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