Below is a list of reading material, recommended by The Alliance and our Partners:
Time to Think – Nancy Kline
The Family Council Handbook – Steve McClure and Chris Eckrich
A Wealth of Possibilities – Ellen Miley Perry
Beyond Gold – Thayer Cheatham Willis
Trustworthy – Hartley Goldstone, Kathy Wiseman and James E. Hughes Jr.
The Stewardship of Wealth – Greg Curtis
Blue Ocean Strategy – W. Chan Kim and Renee Mauborgne
Conscious Capitalism – John Mackey, Rajendra Sisodia and Bill George
After the Music Stopped – Alan S. Blinder
The Fourth Turning – William Strauss and Neil Howe
The Family Wealth Sandbox, approx. $5.25 trillion, and the shifts in the market are significant; insights and the Four Pillars of Scalable Services; 9th Annual MFO Study, 5th Annual SFO Study, 2nd Annual Ext. CIO Study, and the Inaugural Security Study included in the ...
Tom Livergood, Chief Executive Officer, The Family Wealth Alliance, gives his vision and invaluable insights in the landscape of our industry, the shifts by decades in compensation, services, providers, threats and opportunities. Hear his perspectives in revisions in currency exchange, major issues in security and privacy, deregulation, how the next generation will lead in business, sustainability, how Silicon Valley will dominate and other surprising future ...
Some shared wisdom from some of the best minds in our industry:
"The next three to five years is the most opportunistic and exciting time in our professional lives, because money is on the move. Our families typically have $100 million and up in assets they don’t know what they want: you must create the most sophisticated portfolio in a liquid structure. Challenges are in limited resources, relatively small investment staffs. They want to be taught, to be educated they want to learn something new. As an Ext. CIO., that’s my job. Clients have a deep awareness in increased levels of risk and threats.
Tom Livergood, Chief Executive Officer, The Family Wealth Alliance, summarizes the outcomes of the 8th Annual MFO Study and the 2nd Annual Ext. CIO study. Hear his unveiling of the research on the size of the family wealth, an often confusing and fragmented marketplace. Hear his forecasting on the Four Pillars of Scalable Services, Ext. CIO, Trust Company, Consolidated Reporting and Outsourced Administration and the implications for Ext. CIOs, MFOs and SFOs. While it is seems fragmented he will present the exciting opportunities ever in our industry. Who will catch the exploding ...
Tom Livergood, CEO, The Family Wealth Alliance: “The next three to five years is the most opportunistic and exciting time in our professional lives. Why? Because money is on the move.” Learn more of how you can use these strategic issues for your clients in his concluding ...
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You do not just attend our events; you experience them. We host a select number of gatherings as well as communicate regularly throughout the year. True to our core value, “We Place Families First”, we believe in nurturing and building relationships through our invitation-only events.
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