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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. |
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Note: Due to the impact of COVID-19 on travel and in-person gatherings, the 2021 Alliance Summit will be held virtually April 19-21, 2021.
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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. |
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The Alliance hosts a wide range of smaller, private events throughout the year, including Leader Roundtables, symposiums, dinners, luncheons, and outings. |
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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.
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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. |
MEMBERSHIP INQUIRY |