The 2023 Alliance Summit, our members-only, C-Suite leadership retreat, will once again be held at The Phoenician in Scottsdale, AZ on March 1-3, 2023.
The industry becomes more complicated as new firms emerge and others converge. Multifamily Offices feel pressure on their operating models while they strive to continue offering high-touch, customized services to clients. As families become more complex, so do the challenges of serving them while maintaining a scalable, profitable business.
If we learned anything in the last few years, it's that building a flexible firm is key to sustainability. Flexible firms frequently revisit their “why”, service model, and operating structure to accommodate the changing needs of client families. At this event, we aim to Reimagine our business models and how we can modernize to continue serving clients while preparing for a future that is difficult to predict.
Alliance Summit Registration is limited to Members and Partners only. View the agenda below - speakers announced soon!