2025 Wrap Up

Rachel Hyman, President of The Family Wealth Alliance, will unveil key findings from Alliance Research’s first Economics of Family Wealth report focused on how firms make money, spend money, and set strategic priorities. Join us for insights into how revenue sources, expenditures, and operational structures evolve as firms hit key milestones on the journey to sustainable growth.

Putting our keynote into context, industry leaders will sit down with Rachel to bring these research findings to life. Representing firms at various stages of growth, panelists will share nuanced perspectives on the challenges of strategic prioritization and operational evolution over time.

The integration of a new partner into an ultra-high-net-worth family is a pivotal and often intricate process. This session will increase your confidence in navigating the unique challenges and opportunities that arise when someone new joins the family.

Coventry Edwards-Pitt and Alexys Febonio, both from The Center for Family Well-being at Ballentine Partners, will share three key lessons for advisors. Drawing from their extensive experience and direct insights from the rising generation, they will debunk common misconceptions and introduce a fresh, effective approach to supporting newly integrated spouses and partners.

For one FWA member firm, the key to striking the balance between growth and customized service offerings was found after thorough evaluation and segmentation of their client base. In this FWA Talks, Ashlee Vieregger, Senior Lead Advisor from The Foster Group will share her firm’s journey through strategic segmentation, culminating in the intentional design of everything from team structure to meeting formats that provide a sense of belonging for their clients. From the philosophical to the tactical, Ashlee will share candid reflections in a compelling case study.

At family wealth firms, there exists a natural tension between tailoring each client’s experience and achieving scale. For an industry that prides itself on high-touch service, it is anathema to consider sacrificing quality in the name of growth. In this illuminating conversation, panelists will dissect team structures that can make it easier to serve clients efficiently. Together, they will address questions like, “What do the org charts of successful, growing firms look like?”, “How can firms realistically manage scope creep?”, and “What balance of specialists and generalists drive efficient processes?”

As firms scale and adapt to the changing needs of their clients and the industry, they must decide whether to build in-house capabilities, buy solutions, or partner with outside providers. In Build, Buy, or Partner? a panel of experts will dive into a decision-making framework to help firms determine the best approach. Panelists will explore practical methods of assessing when outsourcing drives efficiency, when it compromises quality or control, and what considerations are essential to ensure alignment with firm goals. Attendees will leave with clarity on the benefits and limitations of outsourcing, empowering their firms to make informed and strategic decisions.