2024 Wrap Up

Inclusion isn’t easy. Truly moving the needle requires collective action and intentional effort toward common goals. And it calls for exceptional leaders – leaders who understand that it's not just about knowledge or power, but about how they make others feel.

In this session, Betsy Myers, Senior Advisor at the Warren Bennis Leadership Institute at the University of Cincinnati, will share insights on leveraging EQ and IQ to infuse passion and purpose into our organizations. As a former senior adviser to two U.S. presidents and the first Director of the White House Office for Women’s Initiatives and Outreach, Betsy brings a wealth of knowledge and expertise to the table.

This session will examine AI's transformative impact on businesses, highlighting both opportunities and challenges. Attendees will discover how to unlock AI's full potential, explore key tools available in the market, and learn practical strategies for seamless implementation.

By the end of the session, attendees will:

Understand the opportunities and threats AI poses to their businesses.

Learn how to maximize AI's potential.

Explore strategies for implementing AI effectively.

Recognize the importance of mindset in adopting and leveraging AI.

Grasp approaches to improving business efficiency and insights through AI implementation.

Hear Mark Hurley present insights from his recent paper on the future of wealth management. He will address the immense opportunity ahead for MFOs and why most firms are unprepared to capitalize on it. Learn how the terms of competition and M&A will soon change, what to expect from the upcoming all-out war for talent, why cybercrime is an existential threat to everyone, and ten traits common to the most successful wealth management firms. You won’t want to miss this provocative view from an industry luminary that will challenge the way you think about today and tomorrow.

Family offices have always been about connecting clients with purpose. However, over the past decade, we've witnessed a notable increase in market dollars flowing into impact investing and philanthropy. This surge can be attributed largely to shifting demographics, with more young people and women entering the fold.

As our clients' profiles evolve, so must our strategies for serving them. While impact investing and philanthropy remain popular, we're seeing the emergence of new ideas. Clients are now seeking guidance from their advisors on a range of avenues, from forming peer communities to volunteering time, all aimed at aligning wealth with purpose.

In this session, we'll delve into various strategies and approaches that advisors can adopt to align clients with their values. From strategic philanthropy to gender lens investing and beyond, we'll uncover actionable insights and best practices for fostering meaningful connections between wealth and purpose.

Designed specifically for the FWA community by leading private wealth law firm (and FWA member!) Perkins Coie, this exclusive webinar will provide information for private wealth advisors seeking clarity on the implications of the Corporate Transparency Act (CTA).

Jamie Schafer, Partner at Perkins Coie, will cover reporting requirements, beneficial ownerships, key exemptions, and compliance considerations for family offices. Jamie will also provide suggestions for next steps your firm can take to begin navigating this regulatory landscape. Don’t miss this opportunity to stay ahead of the curve and position your firm for success amidst evolving regulatory and compliance requirements.

In the latest edition of Alliance Talks, Tom is joined by Steve Riddle, Principal of National Family Office at RSM to discuss the latest findings from the 2024 Operational Excellence in Family Office Report. Together they discuss topics on the minds of all family offices - outsourcing models, talent, cybersecurity and more.

From groundbreaking startups to established giants, women-led initiatives are revolutionizing industries and driving progress. However, a 2014 Harvard study found that 70% of VC investors preferred pitches presented by male entrepreneurs over those presented by female entrepreneurs – even though the pitches were identical. Despite being major contributors to innovation that shapes how we live, work, play, and everything in between, women continue to encounter funding disparities.

In this session, Gayle Jennings O'Byrne, CEO of WOCSTAR, will challenge you to invest in, champion, and tell the stories of women entrepreneurs​. Come join the party, no invitation required!

Organic growth is driven by brand loyalty. Each loyal customer is an ambassador who can introduce your service or product to others. Using examples from Harley Davidson, Lululemon, Dutch Bros, and Taylor Swift, Dennis Moseley-Williams will demonstrate the power of rethinking your relationships and explain why every business owner must become a business leader. This shift doesn’t just lead to more revenue and business – it does so with less effort and cost. You’ll learn how to craft an experience that goes beyond transactions, weaving in ideas and identity to forge deep connections. Discover how to build a tribe of loyal clients who support and amplify your brand, ensuring sustainable success in an overcrowded and competitive market.