Skip to Main Content


  • 22 Jun 2020 by Brooke Morimoto

    Watch this webinar recording from June 19th when David Lincoln (Partner, WISE Gateway) spoke with Michael Kossman (COO and CCO, Aspiriant) and Drew McMorrow (President and CEO, Ballentine Partners) on the myriad considerations involved in bringing employees back to the office.

    View full screen here


    Thank you to our sponsor...

    With more than three decades of serving ultra-wealthy families and advisors, Schwab Advisor Services™ has the deep experience and extensive resources needed for today’s single- and multi-family offices. As an industry leader, we combine experts who deliver high-touch service with modern technology. It’s why 288 single- and multi-family offices custody with Schwab and why we are entrusted with $378 billion in ultra-high-net-worth household assets.

    Our mission at Schwab Advisor Family Office is to be the most trusted partner to advisors and family office professionals serving the ultra-wealthy community. Our dedicated team of experts is highly specialized in providing what  is most critical to the modern family office. We offer subject matter expertise, curated thought leadership, and bespoke events to fuel the success and ensure the sustainability of the family office firms we serve.

     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

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


  • 12 Jun 2020 by Brooke Morimoto

    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 


  • 05 Jun 2020 by Brooke Morimoto

    View full screen video here.


    As COVID-19 continues to spread, the economic damage is mounting. Watch our webinar from June 5th, 2020 with the CIOs of Cresset and Pitcairn on the pandemic’s economic impact, recent policies, and the recovery timeline.

    Rick Pitcairn, Chief Investment Officer of Pitcairn and Jack Ablin, Chief Investment Officer and Founding Partner of Cresset share their insights on the U.S. economy, including:

    • Expansion of US manufacturing to take control of critical and strategic products
    • Solutions for ballooning pension deficits
    • Reducing portfolio risks
    • Investment opportunities and challenges

    Thank you to our sponsor....

    Sower Farmland is a team of experts at finding and managing portfolios of one of the oldest most durable assets. US row crop farmland is a safe haven asset, extremely resilient and with a very long history of producing attractive appreciation and steady income. The Sower team of seasoned professionals serve clients in a diversified fund or separately managed accounts.

    View their Alliance Talks segment here