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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

    Unlocking Assets for Charitable Good

    Schwab Charitable

    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.

     

     

     

         

     

     

    		    

    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

    		    
         

    "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.