Regional Events

Our normally sold out Alliance Regional Events are also invitation only and are limited to 50-70 attendees.  While the invite list is utilizing a wider net to involve more executives locally, the level of attendees remains quite high. True to our Alliance intimate gatherings, we offer our audience members an opportunity to hear from a panel of industry leaders, a time to network with peers in a safe, collaborative environment, and opportunities to share concerns, challenges, and solutions with their peers. Education of new offerings, ideas and education of the Family Wealth landscape is another benefit to attending an Alliance Regional Event. Alliance Research provides audience members with insights on the space and affords attendees the opportunity to ask questions and discuss concerns in an environment conducive to learning and shared knowledge in the industry as we see it today.


Alliance Regional Events:


March 15, 2017 Alliance Regional: Chicago

May 18, 2017 Alliance Regional: San Francisco

June 21, 2017 Alliance Regional: Boston

July 13, 2017 Alliance Regional: New York