Alliance Summit

10 Feb 2019 @ 5:30pm EST
12 Feb 2019 @ 3:00pm EST
Event Details

2019 Alliance Summit

Four Seasons Resort Palm Beach

 

We are pleased to welcome you to the 9th Annual Alliance Summit taking place February 10-12 at the Four Seasons Resort, Palm Beach, Florida. 

The Summit is an exclusive gathering of family wealth firm c-suite executives who meet to address the strategic challenges and opportunities of running a family wealth business today.   The event is complimentary for family wealth firm members thanks to the generous support of our Partner Co-Host firms.  To learn more about becoming a member or partner firm, please click here.

Alliance members and partners please login to the member portal to register. 

Non-members interested in attending this event, please fill out our interest form

The Building Blocks of Sustainable Competitive Advantage

How To Differentiate Your Firm in The Increasingly Crowded Market for UHNW Advisory Services

Both CPE and CFP credits will be offered for attendees of this event

 

Sunday

February 10th 

4:00 PM

Pre-Conference Partner Gathering

Tom Livergood will be hosting a discussion with Partner firms prior to cocktails and dinner.  

5:30 PM

Reception

6:30 PM

Dinner

 

Monday

 

February 11th 

7:30 AM

Breakfast

8:30 AM

Welcome Remarks and Family Wealth Alliance Update

8:50 AM

The Elements of Value

Why defining your firm’s corporate values is the first step toward fostering a culture that differentiates your business from the competition.

Eric Almquist, Partner, Bain & Company

 

9:40 AM

 

Building a Culture That Promotes Your Value

A strong culture matters — particularly for a wealth management firm, where people are your greatest assets. In this session we hear from industry leaders dedicated to building a healthy and enduring workplace culture.

Andy Busser, Managing Director of Strategy, Pitcairn (Moderator)
Eric Almquist, Partner, Bain & Company
Eddie Brown, National Managing Director, Head of Schwab Advisor Family Office
Whitney Kenter, Partner – Managing Member, Matter Family Office 
Bret Magpiong, Chief Practice Officer, Aspiriant

 

10:50 AM

 

Break

 

11:05 AM

 

Knitting Together a Dynamic Team That Embodies Your Culture

(Part 1)

Interactive facilitated group discussion that captures the current state of firm values and culture among the leadership teams in the room.  

Jim Ware, Founder, Focus Group Consulting

 

12:00 PM

 

Networking Lunch

 

1:30 PM

Knitting Together a Dynamic Team That Embodies Your Culture

(Part 2)

Report out of what issues attendees Jim polls the audience using real time voting to identify the burning issues for executives in the room.  He will then facilitate breakout sessions to take attendees on a deeper dive of the biggest obstacles raised.  This session will be highly interactive. 

Jim Ware, Founder, Focus Group Consulting

 

2:45 PM

 

Recreation

6:30 PM

Cocktail Reception

7:30 PM

Dinner

 

Tuesday

 

February 12th

8:00 AM

Breakfast

9:00 AM

Navigating Leadership Transitions

Discussion between a family business consultant and entrepreneur who successfully navigated continuity planning.

Stephanie Brun de Pontet, Senior Consultant, The Family Business Consulting Group
Irv Robinson, Co-founder and Former CEO, Robbie Manufacturing

 

9:50 AM

 

Continuity Planning Workshop

Facilitated discussion on how you navigate a successful transition when leadership has become part of your core identity. A breakout discussion with peers covering what is your identity and complexity of your role, who are the stakeholders in transitions, and what are some practical solutions.

Stephanie Brun de Pontet, Senior Consultant, The Family Business Consulting Group

 

11:05 AM

 

Break

 

11:20 PM

Disruptive Trends in Private Wealth Management

What does this new wave of consolidation mean for wealth management firms in the industry? Insights for what to expect.

Elizabeth Nesvold, Managing Partner, Silver Lane Advisors

 

12:10 PM

 

Networking Lunch

 

1:20 PM

The Changing Wealth Management Landscape: Acquirors & Acquirees

Discussion with acquirors and acquirees of the pros and cons of growth through M&A. What were your risks? Were there any ripple effects? What advice do you have for firms in the room?

Elizabeth Nesvold, Managing Partner, Silver Lane Advisors
Rick Adler, CEO & Founder, Red Arrow Capital
Harry O’Mealia, CEO, 1919 Investment Council 
Chris Yannella, TMG Family Office

 

2:10 PM

 

Conference Concludes

 

 

Program content coming soon...

Four Seasons Resort Palm Beach

2800 S. Ocean Blvd, Palm Beach, FL 33480, USA  For hotel reservations

please call: (561) 582-2800

Refer to "The Alliance Summit" for the discounted Group Rate of $449.  

Room Discounts Expire Monday, January 21


Additional Off-site Accommodations 

Eau Palm Beach Resort & Spa

100 SOUTH OCEAN BLVD., MANALAPAN, FL 33462
For Hotel Reservations Please Call 855-388-0537

Refer to "2019 Alliance Summit" in order to receive the group rate of $449 which is available 2/9 - 2/11  Room Discounts Expire Friday, January 25, 2019

Speaker Resources

The Elements of Value

by Eric Almquist, John Senior, and Nicolas Bloch

The B2B Elements of Value

Bain & Company

By Eric Almquist, Jamie Cleghorn and Lori Sherer

With 40 distinct kinds of value, B2B managers can identify what matters most to each set of important stakeholders.

 

The New Great Game in North American Asset Management

McKinsey & Company

By: Pooneh Baghai, Onur Erzan, and Ju-Hon Kwek

The competitive landscape is being reset by a small group of visionary asset managers jockeying to deliver distinctive propositions at scale.

 

Transitioning from the Top

Family Business Consulting Group

by Stephanie Brun de Pontet, Ph.D.

Personal Continuity Planning for the Retiring Family Business Leader

 

Millennials and GenX Are Reshaping the Industry

WealthManagement.com

by Paul Forlenza

As leaders and managers of financial advisory firms, what are you doing to attract and retain the best talent in these two demographic sectors? 

 

 

Additional Resources 

 

Advisory Research 

 

AIG

 

 

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10 Feb 2019 @ 5:30pm EST
12 Feb 2019 @ 3:00pm EST

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  • 2800 S Ocean Blvd, Palm Beach, FL 33480, USA
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Continuing Education

We partner with expert practitioners in finance, accounting, law and a range of industries that cater to wealth management professionals to offer real-world, practical education that qualifies for continuing education credits.

 

CFP Certification

Sessions approved for CE credit by the CFP Board will be reported 1 week after the live event and is based on your full attendance. It typically takes 2 weeks for the course to be added to your CFP Board account.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

CPE Certification

CPE credits are awarded in 1 credit increments where specifically noted. All qualifying sessions run 50 minutes. Following prepared remarks, panelists will engage in a Q&A with the audience to reinforce material covered during the session. ​

The Family Wealth Alliance is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.​