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AUGUST 2022 ALLIANCE COMMUNIQUE
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October 18-20
2022 Alliance Fall Forum
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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.
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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
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Register by 9/16 to receive $500 off with code EARLY500
All FWA member firms are granted two complimentary seats at this event. Members must log in before registering to receive complimentary seats. Before registering, please confirm you’ve been authorized by your firm to reserve a complimentary seat.
Non-members are eligible for an early registration discount until 9/16.
Agenda timing can be found on the registration page. Speakers will be announced soon, but don't wait to register!
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Released September 19
Quarterly Conversations: Risk Management Strategies for Family Wealth Firms
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Open to non-members! On September 19th, The Family Wealth Alliance will release three new virtual sessions on innovative insurance and risk management strategies for family offices. We're excited to partner with experts from AIG Private Client Group, Marsh McLennan Private Agency Private Client Services, Boulevard Family Wealth, and JDJ Family Office Services to help elevate this crucial element of your holistic wealth management experience.
Topics will include:
- The Property & Casualty Insurance Marketplace
- Life Insurance Strategy for Family Offices
- Risk Management Services for Family Offices
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Andrew Aiello
Co-Founder
Boulevard Family Wealth //
Boulevard Insurance Strategies
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Bob Donnelly
Managing Director & National Client Experience Leader
Marsh McLennan Agency Private Client Services
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Steve Poux
Head of Risk Management Service and Loss Prevention
AIG Private Client Group
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Elana Vasi-Smith
Lifestyle Management Officer
JDJ Family Office Services
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Look for an email on September 19th inviting you to view this on-demand video series.
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September 15 | 12-1:30pm CT
Young Professionals Workshop: How to Deliver Difficult Messages
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For advisors who desire to improve their communication approach. this workshop will focus on the psychology, strategy, and preparation of delivering difficult messages to families. Presented by AIG Private Client Group, this interactive session will provide tools to restructure and refine young professionals' communication tactics to strengthen their relationship management skills.
This workshop is exclusively available to the FWA Young Professionals Network (YPN), which provides professional development, resources, and networking to a community of engaged and inspired young leaders in family wealth. It is a collaborative space for young professionals to network, share best practices, learn and grow together. YPN is open to anyone under 40 currently employed at an Alliance member firm. All members get three seats!
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September 7: Family Dynamics Series - How to Support Family Decision-Making
September 15: Virtual YPN Meeting
September 19: Quarterly Conversations - Risk Management Strategies for Family Offices
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October 5: Family Dynamics Series - Knowing When to Bring in Backup
October 18-20: 2022 Fall Forum & 2022 Young Professionals Awards (Chicago)
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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
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December 8: Family Wealth Alliance Holiday Party (Chicago)
December 14: Family Dynamics Series - The Importance of Family Meetings
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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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Now 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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Inflation impact: Succession planning in a new world (Grant Thornton)
Transfer tax planning is a lifelong process and should evolve to accommodate changes in personal circumstances, tax laws and the broader economic climate. The current economic uncertainty, particularly with the current rising inflation, presents unique challenges and opportunities for estate and gift tax strategies....
read the full article →
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Insights From The Voice of the Client Survey (Clearwater Capital Partners)
John Sleeting, Katie Berganske and James Chapman of Clearwater Capital Partners join this episode of Alliance Talks to discuss how they utilized the Alliance Voice of the Client Survey. Hear about insights gained from the survey and how their firm is applying feedback from their clients.
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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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