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Alliance Events


Alliance Events



Alliance Events are known for a welcoming and collegial atmosphere unlike anything else in the industry. Our events are intimate and purposeful – no large auditoriums or exhibition halls.

Content is always driven by member needs, covering everything from on-the-ground challenges to high-level firm strategy and the latest industry research. Event formats range from intimate luncheons to three-day conferences. 

Alliance members and partners receive seats to each event as part of their membership; select events are also open to non-members. To discover which option is best for you, we invite you to read more below and submit a Membership Inquiry



  • “Very practical MFO information, very strong speakers, and in a great environment! Some of the strongest sessions I have seen in a long time.”
  • “The best content I have ever experienced at an UHNW family event.”
  • “When you walk into an Alliance event, you always feel welcomed. As a first-time attendee, I was surprised at how easily I was able to begin building relationships.”
  • “In addition to the valuable content, I appreciate the exceptional job FWA does to maximize the opportunity for networking through event design, dinners, dance cards, etc.”
  • “Excellent content and highest quality networking.”
  • “Extremely informative. I was very impressed with how things were arranged so attendees could meet with each other.”

Alliance Fall Forum

The Alliance Fall Forum is a three-day conference that draws established executives and up-and-coming talent for a 360-degree representation of the family wealth industry. Expect compelling speakers, topics geared toward family wealth professionals of all levels, facilitated introductions, and numerous opportunities for peer exchange and networking. This event is open to non-members, averages approximately 100-150 attendees, and takes place annually in the fall.


Learn more about this year's Fall Forum, Choosing Optimism (Nov 1-3, 2021).




Alliance Summit

The Alliance Summit is an invitation-only retreat for C-level executives from Alliance member and partner firms.
Topics are geared toward the highest level of family wealth professional, with significant time devoted to strategic decision-making and peer exchange between like-minded leaders. This event averages approximately 60-80 attendees and takes place annually in the spring


For a taste of what you can expect to experience at an Alliance Summit, check out last year's program here!




Alliance Regionals


Alliance Regionals bring specialized programs to key markets nationwide. Regionals are by invitation only and strive to draw from a local constituent base. Beginning around 4pm, they include content, a cocktail reception, and are typically followed by private dinners. These events average approximately 20-30 attendees.

Regional locations vary by year; past locations include New York, Boston, Washington DC, Chicago, Denver, Dallas, San Francisco, and Los Angeles. 










Private events

The Alliance hosts a wide range of smaller, private events throughout the year, including Leader Roundtables, symposiums, dinners, luncheons, and outings.





In addition to in-person gatherings, the Alliance hosts live and on-demand educational webinars on topics relevant to family wealth professionals and their clients.


Our COVID-19 Webinar Series is currently accessible to members and non-members on a complimentary basis. 











Continuing education


We partner with family wealth leaders and other expert practitioners to offer real-world, practical education that qualifies for continuing education credits.

The Family Wealth Alliance is a CFP® Board Continuing Education Provider and has successfully met the criteria established by the Certified Financial Planner Board of Standards, Inc. We are also registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

Credit for CFP and CPA professionals is available on a variety of topics throughout the year.