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

8:40 AM

Alliance Update

9:00 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.

Special Guest Speaker: Eric Almquist, PhD., Partner, Bain & Company

9:50 AM

Break

10:00 AM

Case Study: Building a Culture That Reflects Your Values

Deep dive with industry executives who are proactively shaping and refining their firm's value proposition in order to sustain a compelling internal culture that drives repeatable service delivery to clients.

10:50 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.  

Special Guest Speaker: Jim Ware, Founder, Focus Consulting Group

12:30 PM

Networking Lunch

1:30 PM

Knitting Together a Dynamic Team That Embodies Your Culture

(Part 2)

Report out of what issues attendees are facing with moderator coaching on employee recruiting and retention best practices.

3:00 PM

Recreation

6:00 PM

Cocktail Reception

7:00 PM

Dinner

 

Tuesday

 

February 12th

8:00 AM

Breakfast

9:00 AM

Navigating Leadership Transitions

A family business consultant chats with an entrepreneur who successfully navigated the continuity planning process.

Special Guest Speaker: Stephanie Brun de Pontet, PhD., Senior Consultant, The Family Business Consulting Group 

9:50 AM

Break

10:05 AM

Continuity Planning Workshop

Facilitated discussion on how entrepreneurs can navigate a successful transition when the owner's leadership role in the business is an integral part of his/her personal identity.  How does one gracefully let go? How will you know when you’re ready?

11:55 AM

Networking Lunch

1:00 PM

Disruptive Trends in Private Wealth Management

A look industry consolidation among wealth management firms:   Lessons learned from deals that "worked" as well as those that "went south"; What's in store for 2019 and beyond. 

Special Guest Speaker: Elizabeth Nesvold, Managing Partner and Member, Silver Lane Advisors

1:50 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?

2:40 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

Below are a few resources from our guest speakers and leaders in the industry. 

 

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? 

 

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

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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.​