Insights

Firms have their work cut out for them navigating when and how to bring employees back to the office – especially firms with offices in multiple regions of the country. In this webinar, Tom Livergood, CEO of The Family Wealth Alliance, and Harry O’Mealia, CEO of 1919 Investment Council, discuss how advisors feel about getting back to work and the difficult decisions ahead of firm leadership.

View full screen here 

Like all industries, the family office community has been forced to pivot to exclusively virtual client service in just two months. What impact is this having on the high-touch client experience firms have worked so hard to perfect? In this on-demand webinar, we revisit the crowd-favorite Client Experience panel from our 2020 Alliance Summit in light of the recent crisis. Hear Matter Family Office and Brown Advisory discuss how family offices can maintain and enhance their client experience in this new virtual normal.

Speakers
- Kathy Lintz, Partner and Managing Member, Matter Family Office
- Dune Thorne, Head of Client Experience, Brown Advisory
- Moderated by Brian Hughes, President & Founder, Hughes Growth Strategies, Co-Founder, Touchpoint Growth Strategies

 View full screen here. 

Depressed prices, lower interest rates, and an election year: these economic shake-ups are creating unique wealth transfer opportunities for advisors and their clients. Listen to this on-demand webinar to hear experts from Day Pitney, Mazars, and BNY Mellon Wealth Management discuss adaptive solutions for private clients.  

View full screen video here. 

We believe that ongoing market uncertainty and accommodative monetary policy may support gold investment demand.

Gold is, in our view, a distinct asset class and a core risk management tool. An allocation to gold shouldn’t reflect a tactical reaction to market volatility spikes. We view gold as a strategic, long-term hold. We believe its unique investment properties may make gold a critical component of a well-balanced investment portfolio, in high times and low.

Read the full article by Aberdeen Standard Investments here. 

Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading and support services of Charles Schwab & Co., Inc. (Schwab), member SIPC .

Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.

This is a sponsored feature developed by Family Wealth Alliance and supported by Charles Schwab.

Family Wealth Alliance is not affiliated with The Charles Schwab Corporation.

Family Wealth Alliance will share your information with Sponsor, Charles Schwab & Co., Inc. Schwab may use it to contact you and to send you additional insights from Schwab Advisor Services™. Read about privacy at Schwab at www.schwab.com/privacy.

©2020 Charles Schwab & Co., Inc. (“Schwab”). All rights reserved. Member SIPC .

(0420-0H02) (04/20)

Watch this on-demand webinar with Dan Rahill, Wintrust Wealth Services, who addresses key provisions of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). Dan provides a high-level overview of the provisions most relevant to family offices contained in the Act, including:
-    employee retention tax credits,
-    payroll tax deferral
-    retirement accounts, 
-    tax changes, and
-    small business loans or benefits.

More than half of advisors we’ve surveyed have reported struggling to calm clients during this crisis. When faced with stressful situations, some clients will act irrationally. Listen to this recorded webinar with experts from DNA Behavior discuss different client behavioral styles and how you can handle each one. Walk away from this session with a cheat sheet on how to identify potential reactions, navigate concerns, and mitigate stress.

Due to the urgency of this topic, we are making this webinar recording complimentary to non-members and your private clients.

Dr. Sidfrord provided an update on COVID-19 and answered more of your questions related to the virus. In this 60-minute webinar, Christopher provided an overview of COVID-19 and answered attendee questions, including but not limited to:
•    Updated status of the virus
•    Expectations for the coming days, weeks, and months in the U.S.
•    How to continue to protect yourself, clients, and families during prolonged quarantine 

Christopher is the Founder, CEO and Medical Director of Black Bag: Emergency Global Medicine, a private emergency medical consultancy for individuals, families, and corporate executives who travel the globe.

The COVID-19 crisis presents unique and complex challenges for wealthy families and family offices. With multiple assets across the country – or across the world – and family offices now working remotely, it’s critical to know the immediate response actions necessary to protect people, assets and interests. 

On March 27th we spoke with Steve Bova, physical and cyber security expert and Vice President, Private Client and Family Office Services at Hillard Heintze. Steve provided insight and answers to the questions top-of-mind for families and family offices during this uncertain time:
•    Addressing cyber risks and strengthening cyber security related to remote office environments 
•    Best practices for spotting and preventing cyber-attacks that seek to exploit the pandemic mindset
•    Identifying and mitigating the major security risks that are heightened during the crisis
•    Developing and implementing emergency response plans and disaster recovery actions
•    Safeguarding residences and readying the family for physical relocation procedures

Watch recording here.

Due to the urgency of this topic, we are making the recording of this webinar complimentary to non-members and your private clients.

Are you fielding calls from worried clients asking questions about COVID-19 you aren’t sure how to answer? Please watch the recorded webinar from March 20th, 2020 of the live Q&A with Christopher Sidford, MD of Black Bag: Global Emergency Medicine. 

In this 60-minute live webinar, Chris provided an overview of COVID-19 and responded to attendee questions, including but not limited to:
•    Myths vs. facts
•    Expectations for the coming days, weeks, and months in the U.S.
•    How to prepare for prolonged quarantine 

Christopher is the Founder, CEO and Medical Director of Black Bag: Emergency Global Medicine, a private emergency medical consultancy for individuals, families, and corporate executives who travel the globe. 

Watch recording here.