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2022 Young Professionals Awards

Get your nominations in! Self-nominations welcome, or you can help recognize a team member, colleague, mentee. 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. Can't make it to Chicago in October? Don't let it stop you - we'll mail awards and provide an opportunity for virtual promotion of remote winners. Read about our 2020 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.

Learn more here, and get nominating!
Elevating Women in Family Wealth

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!

Topics will include:

  • A practical guide to building a Women & Wealth initiative at your family office
  • Investing with a gender lens
  • Managing the next decade of women’s wealth
  • Cultivating future female leaders: how to elevate minority women in the workplace
  • Building a gender-diverse team
...and more!

Member firms have two complimentary seats; non-members may purchase seats a la carte.
Save the date - registration opens May 1st!

Adrienne Penta

Director of Center for Women & Wealth
Brown Brothers Harriman

Dune Thorne

Brown Advisory

Jennifer Dempsey Fox

President, Wealth Management
Bryn Mawr Trust

Kathleen McQuiggan

Artemis Financial Advisors

Shannon Kennedy

Global President
BMO Family Office

NEXT WEEK: Tuesday, May 3rd | 3pm ET
Cybersecurity: Establishing a Resilient Family Office

Family offices are inherently desirable targets of cybercrime. They are also extremely vulnerable to it, especially as their virtual service offerings continue to expand. The Russia/Ukraine conflict has only increased the level of resources cybercriminals are investing in this space.

On May 3rd, industry leader Kris Coleman of Red Five Security will discuss the importance of developing a security mindset based on confidentiality, integrity, and availability of information. Walk away with practical, effective ways family offices can strengthen privacy and resiliency in the face of increasing security threats.

A recording of this session will be available for replay in our members-only library following the event.

Kris Coleman

Founder, President, & CEO
Red Five Security

Register here
Save the Dates!
April 30: Young Professionals Award Nominations Close
May 3​: Cybersecurity: Establishing a Resilient Family Office (open to non-members)

May 18: Family Dynamics Peer Group - Tips for Running an Effective Family Meeting
June 15​: Family Dynamics Peer Group - Navigating Critical Illness & Relationships

June 16: Young Professionals Network Virtual Meeting
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
October 18-20​: 2022 Fall Forum & 2022 Young Professionals Awards (Chicago​)

March 1-3, 2023: 2023 Alliance Summit (Scottsdale)
See the full event calendar here
Voice of the Client Survey:
Now Open for Rolling Participation

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.

An exciting update: Based on overwhelming interest, we have made the strategic decision to keep the survey infrastructure open indefinitely. Instead of offering the Voice of the Client Survey every other year, firms can now participate on their own timeline.
We strongly encourage firms to participate by the end of June 2022 in order to be included in and receive insights from the first industry benchmarking report to be published later in 2022.

Learn more about the Voice of the Client Survey
Women, Wealth & Wisdom Circle (Northbound Consulting)

A drop-in peer learning community for women of wealth featuring monthly experiential workshops around topics like mental health, inter-generational communication, and family leadership. Share this opportunity with your clients!

learn more →
Q&A: European Banks and the Russia-Ukraine Conflict (Lord Abbett)

Amid the recent volatility, Lord Abbett research analysts Ryan Butkus and Chauncey Upson assess how the sector is weathering the disruptions caused by the conflict—and its prospects in the months ahead...

read the full Q&A here →
Tax-Smart Philanthropy for 2022 (Schwab Charitable)

Despite increases in the standard deduction amount, charitably inclined individuals and families can still maximize their tax benefits through strategies utilizing both itemized and standard deductions. Here are eight tax-smart tips for charitable giving in 2022...

read the full article →
New & Returning Members
New Strategic Partners
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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