Our annual retreat for C-suite family wealth executives, the 2022 Alliance Summit, will be held in-person February 9-11 in Scottsdale. Our theme this year is Profound Connections.
 
In addition to our featured speaker, author Susan McPherson (The Lost Art of Connecting), we’ll have sessions on:
•    Insights from our inaugural, industry-first Voice of the Client study
•    Innovative Service Models of the Future
•    NextGen Clients & Family Dynamics 

Registration closes February 1, 2022.

The nominations are open! After the incredible success of our inaugural Young Professionals Awards in 2020, the Alliance is once again in search of the top young professionals under 40 in the family wealth industry. These awards honor and promote the industry's rising stars who have demonstrated success in their careers and made significant contributions to the industry.

Winners will be announced on October 18 at a special ceremony during the 2022 Fall Forum. Read about our 20202 winners here!

Nominees should be established professional leaders with a strong record of innovation and outstanding performance. Additional requirements include:

• Nominees must be under the age of 40 as of January 1, 2022
• Nominees must be employed at a SFO, MFO or established multifamily wealth practice
• Nominations must be submitted by 5 p.m. ET on April 30, 2022

Multiple nominees from the same organization may be submitted and neither nominators nor nominees are required to be current members of The Alliance.

Our Voice of the Client Survey Toolkit 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 the industry.

FWA has 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.

Visit the Client Survey Toolkit Microsite to learn more and sign up!