Skip to Main Content

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 stephen.poux@aig.com.

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 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

   

 

 

   
   

Datafaction

   
       
   

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