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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

Level Reverse Mentor Program with Tolleson Wealth Management

Reverse mentoring is an innovative way to foster relationships between senior and junior team members, all while developing and supporting your firm’s future leaders. Royce Ramey, CFA and Meredith Storey from Tolleson Wealth Management share their experience with reverse mentoring and the professional and personal impact this program has had on them.

 

     

 

 

   

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 1919strategies.com

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 1919ic.com.

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." https://www.sjsinvest.com/your-business-exit

Succession – Family Business

           

Tax Strategies
Mazars
USA

   

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.

Advising

 

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.

Law

 

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

 

Syntax

   

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.

Banking

 

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.

Investing

   

 

 

   
Loss Prevention Technology
AIG Private Client Group
 

Datafaction

 

Insights From The Voice of the Client Survey
Clearwater Capital Partners

   

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 stephen.poux@aig.com.
 

Risk Management – Technology

 

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.  

Technology

 

John Sleeting, Katie Berganske and James Chapman of Clearwater Capital Partners join this episode of Alliance Talks to discuss how they utilized the Alliance Voice of the Client Survey. Hear about insights gained from the survey and how their firm is applying feedback from their clients. 

 For more information, please visit ccpwealth.com or contact Katie Berganske at kate.berganske@ccpwealth.com

 

Client Experience

 

Change and Disruption Innovation

Clearwater Capital Partners

 

What Advisors Should Know About Proactive Memorial & Funeral Planning

LHT Consulting Group

 

Unlocking Assets for Charitable Good

Schwab Charitable

   

"The pace of change has never moved faster than it is today and will never again move this slowly", Brian Wesbury. John Chapman, Melissa Dailey-Newman and Tyler Beachler of Clearwater Capital Partners join this episode of Alliance Talks to discuss how their firm is responding to and leading change in the family wealth space. 

 For more information, please visit ccpwealth.com or contact Katie Berganske at katie.berganske@ccpwealth.com

  “It’s kind of like the elephant in the room - something no one wants to talk about.” Funeral and memorial discussions can be difficult, but communication and preparation are crucial. Bob Boetticher from LHT Consulting joined Alliance Talks to discuss why advisors should be proactive with these important conversations.  

How can you maximize your impact on the causes that mean the most to you? Eric Joranson and Chris Boyce of Schwab Charitable joined Alliance Talks to explore how non-cash assets can have big effects on your giving strategies.

AI & Wearable Tech in Healthcare

Scientica Ventures presented by Syntax Advisors

 

Cultivating a Culture of Leadership

 

AI & Wearable Tech in Healthcare

   

 

AI is disrupting healthcare as we know it and Harry Glorikian explores this topic in his new book, The Future You. To get in touch with Harry, you can contact Bridget Albertson at b.albertson@scientiavc.com. To learn more about Syntax Advisors contact Jonathon Sweet at j.sweet@syntaxadvisors.com.
 

  Kristen Maple, Chief Impact Office at Lord Abbett joins Rachel in this Alliance Talks to discuss her firm's journey to creating an incredible culture of leadership development and purpose across their organization. This is one you won't want to miss! 

For more information on this topic please visit “About Us” at Lordabbett.com
or contact Bruce Gover at Bgover@lordabbett.com or Jared Belasco at Jbelasco@lordabbett.com directly.
 

AI is disrupting healthcare as we know it and Harry Glorikian explores this topic in his new book, The Future You.

To get in touch with Harry, you can contact Bridget Albertson at b.albertson@scientiavc.com. To learn more about Syntax Advisors contact Jonathon Sweet at j.sweet@syntaxadvisors.com.

         

The Philanthropic Blueprint

 

Family Office Focused Alternative Investments 

   
     

Creating and running a charitable foundation can come with a variety of challenges. Greg Hill and James Norton discuss the Pisces approach to philanthropic giving and their program for guiding clients through the process, the Philanthropic Blueprint.

Learn more about the Philanthropic Blueprint here.

 

Brendan Lake of PPB Capital Partners discusses family office focused alternative investment and how PPB uniquely serves the wealth advisor community.

Learn more about PPB Capital Partners here.