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JULY 2022 ALLIANCE COMMUNIQUE
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THANK YOU FOR A SOLD OUT EVENT!
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Elevating Women in Family Wealth
REPLAY AVALABLE NOW
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Last week, more than 100 industry leaders came together for our inaugural Elevating Women in Family Wealth event in Boston, a gathering dedicated to the women who work in this industry and those we serve. We are honored to have been able to gather so many of our industry’s female leaders and allies in one place, and we left energized and inspired. As always, the camaraderie and vision at work in our community was incredible to witness.
Session recordings are available to all Family Wealth Alliance member firms on our member portal, so those of you who were unable to attend in person can still benefit from the expert insights from our panelists.
It was great to be with all of you!
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DEADLINE EXTENDED! NOW DUE AUGUST 19
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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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August 17: Family Dynamics Peer Group - Using Genograms to Understand Family Dynamics
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September 7: Family Dynamics Peer Group - How to Support Family Decision-Making
September 8: Quarterly Conversations - Property & Casualty Insurance
September 15: Virtual YPN Meeting
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October 5: Family Dynamics Peer Group - Knowing When to Bring in Backup
October 18-20: 2022 Fall Forum & 2022 Young Professionals Awards (Chicago)
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March 1-3, 2023: 2023 Alliance Summit (Scottsdale)
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THOUGHT LEADERSHIP & INDUSTRY NEWS
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WHITEPAPER
Enterprise-Level Operations for a Family Office (Eton Solutions)
Best practice business processes and workflows for the family office are essential factors in maximizing efficiency, minimizing risk and positively impacting ongoing staffing challenges. However, clinging to old ideas has hindered family offices’ adoption of modern capabilities...
learn more →
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LHT Announces Jeff Lambert as Family Office Relations Consultant
Jeff Lambert, formerly Chief Financial Officer for RDV Corporation, has joined LHT Consulting Group as Family Office Relations Consultant, focusing on addressing memorialization preparedness and advance memorial funeral planning process.
read the full press release →
learn more about LHT →
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Timing is critical when implementing a freeze strategy (Grant Thornton)
For many family-owned businesses, minimizing your tax exposure when transferring wealth and property to future generations can be a matter of timing. Today’s current economic, tax and political environment has provided a sense of urgency for family offices to wonder if now is the time to implement their lifetime transfer strategy from their succession plan...
read the full article →
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Multi-Family Office Cybersecurity Considerations (Red Five Security)
The CCPA, New York Department of Financial Services Cybersecurity Regulation, and GDPR are some examples of recent changes in the cyber security regulatory environment. MFOs need to understand how these changes will impact their operations—a failure to address the issues potentially created by these regulations could negatively impact their businesses and the cyber security health of their clientele...
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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