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Alliance Events
Alliance Events are known for a welcoming and collegial atmosphere unlike anything else in the industry. Our events are intimate and purposeful – no large auditoriums or exhibition halls.
Content is always driven by member needs, covering everything from on-the-ground challenges to high-level firm strategy and the latest industry research. Event formats range from intimate luncheons to three-day conferences.
Alliance members and Strategic Sponsors receive seats to each event as part of their membership; select events are also open to non-members. To discover which option is best for you, we invite you to read more below and submit a Membership Inquiry.
Alliance Fall Forum
The Alliance Fall Forum is a three-day conference that draws established executives and up-and-coming talent for a 360-degree representation of the family wealth industry. Expect compelling speakers, topics geared toward family wealth professionals of all levels, facilitated introductions, and numerous opportunities for peer exchange and networking. This event is open to non-members, averages approximately 200 attendees, and takes place annually in October/November.
Alliance Summit
The Alliance Summit is an invitation-only retreat for C-level executives from Alliance member and Strategic Sponsor firms. Topics are geared toward the highest level of family wealth professional, with significant time devoted to strategic decision-making and peer exchange between like-minded leaders. This event averages approximately 140 attendees and takes place annually in February/March.
Alliance Summer Gathering
The Alliance holds a Summer Gathering every June/July focused on new and diverse perspectives in family wealth. It is book-ended by Leader Roundtables, which convene leaders from across the industry to learn and network through intimate workshops and guest speaker presentations. The Summer Gathering is open to members and non-members; Leader Roundtables are invitation-only.
Webinars
In addition to in-person gatherings, the Alliance regularly hosts live and on-demand webinars and webinar series. Topics range from the timely (expert guidance on COVID-19 and remote work implications) to the timeless (our Building and Maintaining a Best-in-Class Firm Series).
Continuing Education
We partner with family wealth leaders and other expert practitioners to offer real-world, practical education that qualifies for continuing education credits.
The Family Wealth Alliance is a CFP® Board Continuing Education Provider and has successfully met the criteria established by the Certified Financial Planner Board of Standards, Inc. We are also registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.
Credit for CFP and CPA professionals is available on a variety of topics throughout the year.
Experience the true power of peer-to-peer connections between
professionals serving the dynamic multifamily wealth industry.
Subscribe to our monthly newsletter, The Alliance Communique, to receive updates on events, research, industry thought leadership, and educational programming, including resources and opportunities for non-members!