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

Bill Pay As A Family Office Offering

In this Alliance Talks, Mark Wickersham, VP of Strategic Marketing and Don Ludwig, SVP of National Sales at AgilLink discuss the trends and benefits of family offices offering bill pay services.


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

AgilLink

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 AgilLink, 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

Level Reverse Mentor Program with Tolleson Wealth Management

9/15/2022: 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.

9/21/2022: 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.

9/27/2022: 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.

The Future of Work & Human Capital Management with Lord Abbett

A Private Aviation Market Update with Pentastar Aviation

Client Experience Excellence with Integrated Family Office

10/6/2022: The future of work seems as uncertain as ever, but there are steps that firms can take to create the best environment for their teams. Rory Melick, Partner and Head of Human Capital Management at Lord Abbett joins Alliance Talks to discuss his vision of the future of work and human capital management. .

11/4/2022: Calvin Ford from Pentastar Aviation joins Alliance Talks to discuss what has changed and what advisors need to know about business and private aviation options

12/15/2022: Jenn Rapoza, Director of Client Experience shares her passion for serving clients holistically at Integrated Family Office. To learn more about Integrated, visit www.integratedfamilyoffice.com or email Jenn at Jenn.Rapoza@integratedfamilyoffice.com

The Virtual MFO with Friedman + Huey

Friedman + Huey’s Bob Jacobson shares on Alliance Talks their firm’s approaching to serving clients through a virtual multi-family office model.