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.

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

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.

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.