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Alliance Talks

Alliance Talks



Meet the people driving family wealth ingenuity.  Alliance Talks are short, to-the point interviews with thought leaders and innovators in the family wealth space.
New interviews added regularly.





Featured Video

Loss Prevention Technology
AIG Private Client Group


Steve Poux, Head of Risk Management Services and Loss Prevention at AIG Private Client Group, joins Alliance Talks to discuss the loss prevention technology that every homeowner should know about. For more information, contact Steve at

Risk Management – Technology






Responsible Investing
with a Tailored Portfolio

1919 Investment Counsel


Women & Wealth
1919 Investment Counsel


Your Business Exit:
Monetizing Your Life’s Work

SJS Investment Services


Ron Bates and Alison Bevilacqua from 1919 Investment Counsel, LLC recently sat down with Tom to discuss responsible investing, tailored portfolios, and the 1919 perspective on this industry hot topic.

Learn more at

Investing – Responsible Investing


When it comes for planning for their future, women face distinct challenges. Jennifer Evans, Principal, Client Advisor and Leah Foxx, Social Research Analyst from 1919 Investment Counsel join Rachel to discuss the Women & Wealth platform at their firm, and how they best support their female clients. For more information about Women & Wealth at 1919 Investment Counsel please visit

Advising - Women in Wealth


When selling a business, there are certainly financial implications, but a savvy enterprise owner knows the change doesn’t stop there. Scott Savage, Founder & CEO of SJS Investment Services shares insights on these challenges explored in his new e-book, "Your Business Exit: Monetizing Your Life’s Work."

Succession – Family Business


Tax Strategies


Pisces Wealth


Perkins Coie


Richard Bloom from Mazars USA and Chris Chard from Sower Farmland discuss the implications of the 2020 change in administration and how new policies may be affecting tax codes in the coming year.

Taxes – Assets


Greg Hill, President of Pisces Wealth Team joins Rachel to share his firm’s approach to advising and how creativity and empathy come into play when working with clients.



Perkins Coie is a law firm that has a wealth of experience collaborating with family members and family office advisors. Domingo Such, Partner and Chair of the Family Office Services practice at Perkins Coie reflects on lessons learned from 2020 and shares the unique Perkins Coie approach to UHNW families and family office.



Aberdeen Standard


DNA Behavior & Maximum Impact Partners


AIG Private Client


With ongoing market uncertainty and unprecedented monetary policy, investors are starting to explore precious metals as an essential investment solution. Stan Kiang, Director of Strategic Accounts at Aberdeen Standard Investments joins Alliance Talks to who will discuss why precious metals may be a strategic, long-term hold as a critical component of a well-balanced investment portfolio.

Investing – Assets


DNA Behavior’s platform provides a tool to capture natural behavior insights and is used by advisors all around the world. Leon Morales, Managing Director at DNA Behavior and John Lotka from Maximum Impact Partners walk us through how this tool is uniquely helps advisors serving private clients.

FWA Members can take a free Financial DNA Assessment.

Technology – Culture


Steve Poux, Global the Head of Risk Management Services and Loss Prevention at AIG and Tom reflect on the challenges and opportunities facing family wealth clients during the pandemic.

Risk Management





TriState Capital Bank


Federated Hermes




TriState Capital Bank, long time partner of the Family Wealth Alliance, has special expertise working with financial advisors who serve private families. The TriState team joins Tom to share their perspective on the family office industry and how it all fits in the context of the banking market and the economy.



In this Alliance Talks episode, Martin Jarzebowski, Director of Responsible Investing at Federated Hermes and Tom dig in and discussing ESG in investing, both what we are seeing now in the market and what trends we may see in the future.

Martin's Forbes article can be accessed here.

Responsible Investing


Climate change is an increasingly critical area of interest for investors, but many of the popular ex-fossil fuel funds on the market miss out on significant sources of fossil fuel risk. In this video, Maggie Bolas talks about how Syntax's Affinity data can create comprehensive fossil fuel screens and build targeted clean energy portfolios.








The pandemic accelerated many firms of adoption of cloud-based technologies, going paperless and providing a digital experience for their clients. Mark Wickersham, Vice President of Marketing and Business Development at Datafaction, shares technology solutions that help family offices on bill pay accounting, and what family offices should keep in mind when making this digital shift.