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2021 Fall Forum

01 Nov 2021 @ 5:00pm CDT
03 Nov 2021 @ 1:00pm CDT

Event Details

November 1-3, 2021 | Chicago 

We have been through a lot. Turmoil, sadness, silver linings, and above all - change. Last year’s Fall Forum was focused on the theme “Resilient” because at the time many of us, professionally and personally, were just trying to survive. Now, as we look toward the light at the end of the tunnel, questions abound. How do we go back to “normal”? Should we attempt to go back to "normal" or take this as an opportunity to reach for a new, and better, normal? How does our industry, and our world, move forward? 

At The Family Wealth Alliance, we believe we now get to make a choice - in the way we conduct business, connect with clients, and lead our teams. We believe there has never been a better time to re-evaluate our mindset and focus on the good, because when we shift our focus to see the glass half-full, our social, emotional, and cognitive superpowers emerge. We become better advisors, teammates, and leaders. Choosing Optimism is a powerful approach to accomplishing goals and serving clients with our whole selves.

Welcome to The Family Wealth Alliance Fall Forum – we look forward to growing with you.

COVID-19 Policy

Like always, we are taking safety at our event seriously. After careful consideration, we have decided to require all in-person attendees to show proof of vaccination during the registration process. Individuals who are unable to do so may be offered, on an individual basis, options to access content/sessions post-event. 

The event venue, The Union League Club of Chicago, is requiring their staff to be fully vaccinated. Presently, anyone inside the Club is required to wear a mask to and from meeting locations regardless of vaccination status. As the situation evolves, so will our approach to keeping you safe. We thank you for your patience and flexibility as we manage this. Any updates to these policies will be posted here on an ongoing basis as well as proactively communicated to registrants as the event approaches.



Who Should Attend?

  • Family Wealth Alliance members are allowed two complimentary seats at this event. You must login to register for this event as a member. If you need assistance  please reach out to Brooke at
  • Non-members are welcome to attend for $2,995; $1,750 for Family Wealth Executives. The Family Wealth Alliance defines a Family Wealth Executive to be any individual employed by an MFO, SFO, RIA, Ext. CIO, trust company, law or accounting firm that offers family office services to private clients.

Please note that registration is required and subject to approval by The Family Wealth Alliance.


To view the Event Policies and Attendee Release Agreement, please click here

If you are interested in becoming a member, please contact for more information.

Spouse/Significant Other tickets include all receptions and dinners. 

Fall Forum registration INCLUDES the Life is Good Opening Keynote. Non-Forum attendees are welcome to attend ONLY the opening reception for $150. 

Thank you to our co-chairs for helping design an inspiring event!


Jennifer Murtie

Ballentine Partners


Kara Pass

Market Street Trust Company


John Sleeting

Clearwater Capital Partners


Amy Hart Clyne





Monday, November 1




Location: Hotel Lobby 


Networking Reception


Location: Lincoln Ballroom (6th floor) 

Cocktail reception with heavy hors d'oeuvres


Opening Keynote: The Power of Optimism


Bert Jacobs, Co-Founder, Life is Good


Steve Gross, Founder & Chief Playmaker, Life is Good Kids Foundation

8:00pm Dinner on your own 



Tuesday - November 2



Registration & Breakfast


Location: Lincoln Ballroom, 6th floor 


Opening Remarks



  • Tom Livergood, Founder & CEO, The Family Wealth Alliance
  • Rachel Hyman, Managing Director, The Family Wealth Alliance


Life-Changing Value: Being the First Call


You are in a unique position to offer life-changing value to your clients. What clients truly value, however, can be difficult to pin down and different for each client. Drawn from extensive cross-industry research, Bain’s Elements of Value EoV ® framework codifies 30 of these elements across four categories: functional, emotional, life-changing, and social impact. Life-changing values like Hope, Belonging, and Self-Actualization are correlated with stronger returns and higher NPS – and this is the kind of value that high-performing, “first call” firms excel at delivering. Join us in a discussion about the value family offices bring to clients and how they maintain their high-touch service quality over time.


  • Andrew L. Busser, President of Family Office, Pitcairn
  • Kara Pass, President & CEO, Market Street Trust Company
  • Randy Webb, Head of Family Office, Brown Advisory
  • Moderated by Jill Matesic, Family Office Strategist, Schwab Advisor Family Office 

This session qualifies participants for 1 CPE credit. 







Operational Resilience


Across industries, forward-thinking firms have always had a laundry list of strategic initiatives that we put on the backburner in favor of day-to-day business realities. None of us expected we’d need to fast-track those initiatives – implementing remote and hybrid work arrangements, adopting new technologies, and coordinating next-level ways to serve clients - in a matter of weeks. The pandemic changed all that, in many cases for the better. Join us in a discussion about the lessons COVID taught us and how we can prepare our firms for a more resilient future.


  • Jennifer Kirksey, Managing Director of Wealth Operations, Tolleson
  • Robert Jeffers, Chief Operating Officer, Fiduciary Trust
  • Barry Tubman, Chief Operating Officer, Ballentine Partners
  • Moderated by Robert J. Donnelly, Managing Director-National Client Experience Leader, Private Client Services, Marsh & McLennan Insurance Agency




ESG Implementation Best Practices


You’ve taken ESG 101 - you know what it is and that clients are asking for it. Environmental, social and governance (ESG) matters are quickly becoming a key input in investment decision making. Firms are working to develop and implement an ESG approach that will meet the needs of stakeholders as well as support their investment strategy.

Join us for ESG 201 where the rubber meets the road. Our expert panel will focus on how firms can manage nuances and strike the right balance when aligning your investments with ESG best practices


  • Emily McKinin DeMasi, Director of Engagement at EOS, Federated Hermes
  • John Oxtoby, Senior Vice President, Director of Environmental, Social, and Governance (ESG), Ariel Investments
  • Justina Lai, Chief Impact Officer, Wetherby Asset Management

This session qualifies participants for 1 CPE and 1 CFP credit




Networking Lunch




Alliance Updates & Trends


Since our origin in 2003, The Family Wealth Alliance community has touched all aspects of the multifamily wealth industry and made a positive difference in the businesses of hundreds of family wealth firms. After releasing more than 25 industry reports since our founding, Alliance Research has established itself as the authority on North American multifamily offices.

Join us as we hear from Tom Livergood, Founder and CEO of The Family Wealth Alliance on the complex family office landscape - its nuances, major challenges, and best practices.


  • Tom Livergood, Founder & CEO, The Family Wealth Alliance
  • Rachel Hyman, Managing Director, The Family Wealth Alliance 




Attracting & Retaining Women in Family Wealth


Women are fast taking center stage in the family wealth industry, as both next-gen clients and next-gen advisors. You’ve already built a culture you can be proud of, but how can you ensure it’s a culture top-performing women want to be a part of? And how can you showcase it during the hiring process? Join us to discuss how firms can evolve to embrace this long-overdue industry transformation.


  • Shannon Kennedy, Global President, BMO Family Office
  • Rebekah Kohmescher, Chief Executive Officer, Altair Advisers
  • Moderated by Whitney Kenter, Founder, Glowe




Peer-to-Peer Perspectives


Peer-to-Peer Perspectives are peer group conversations that allow attendees
to dig into the questions and issues that matter most to them. Join your assigned small group of peers to share insights and explore new possibilities. Table assignments are located on the back of your name badge.



Day One Sessions Conclude






Location: Crystal Room, 5th floor

All attendees are welcome to join us at this networking reception.


6:30 pm

Dine-Arounds (by invitation only)

Depart by private coach to private pre-assigned dinners hosted by Alliance Strategic Partners. Table assignments are located on the back of your name badge.

Thank you to our dinner hosts:

  • Schwab Advisor Family Office
  • TriState Capital Bank
  • Marsh & McLennan Insurance Agency
  • Datafaction
  • Federated Hermes
  • Risclarity



Wednesday - November 3







Welcome Remarks 





Economic Outlook


After a rollercoaster year and a half and record-breaking growth is the US economy, will it continue? What structural challenges will we continue to face? With one eye on an uneven recovery and the other on approaching variants, we explore the possibilities ahead and offer some predictions on the potential for long-term productively, closing the widening gap, paying for the infrastructure package and what’s next.


  • Jack Ablin, Chief Investment Officer, Cresset
  • Carol Shleif, Deputy Chief Investment Officer, BMO Family Office
  • Moderated by Tom Livergood, Founder & CEO, The Family Wealth Alliance

This session qualifies participants for 1 CPE and 1 CFP credit







Wealth Transfer Strategies: Changes and Opportunities


With a push by the Biden Administration to return federal estate taxes to their historic norms, clients are laser-focused on their estate plans and are turning to their advisors for guidance. To what extent will Congress enact changes to gift, estate, and income tax laws? Regardless of if or when this happens, the tax proposals endorsed by the Biden Administration have caused many clients to reevaluate their plans. In this session, we will receive an update on where things stand now, what they may look like in 2022, and what opportunities exist for advisors to connect with clients in a meaningful way through wealth transfer strategies. 


  • Domingo Such, Partner, Perkins Coie
  • Tom Abendroth, Partner, Practice Group Leader, Private Clients, Trusts & Estates, Schiff Hardin
  • Moderated by Kim Kamin, Principal & Chief Wealth Strategist, Gresham Partners

This session qualifies participants for 1 CPE credit and 1 CFP credit.




Cultivating a Sense of Belonging


Diversity is often measured in numbers and percentages, belonging “is about how you feel” at work. Do you feel valued? Do you feel like you should be there? Do you feel that your perspective matters? A sense of belonging is what truly unlocks the power and value of diversity.

Belonging is the feeling of security when there is a sense of acceptance and inclusion for a member of a certain group. An increased sense of belonging leads to collaboration, problem solving, and better decision making.  It’s only when people feel a sense of belonging that they can share ideas, confidently speak up, and fully contribute to the firm’s success.

Join us in a discussion on how diversity, inclusion, and belonging can coexist to cultivate a culture where employees can be authentic, feel supported, and are encouraged to forge intentional, trusting relationships.


  • Scott Hoesman, CEO, InQuest Consulting
  • Tram Vo, Managing Director of Talent Development, CIBC
  • Moderated by Vincent Hayes, Head of Global Family Office & International Wealth Management, BNY Mellon Wealth Management

This session qualifies participants for 1 CPE credit. 




Closing Remarks & Networking Lunch




Conference Concludes.


Speakers, sessions and times subject to change. 


Continuing Education

CFP® certification: This program will be submitted to the CFP Board for review. The Alliance will report attendance on your behalf to the CFP Board approximately two weeks after the event. The required fields on the signature sheet for each session must be complete and accurate to obtain credit.

CPE® certification: 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:

Attendees must sign-in and stay the entire session to obtain credit for each qualified session. All qualified sessions meet the following requirements:

Knowledge Level: Entry

Prerequisites: None

Advance Preparation: None

Delivery Method: Live

Who Should Attend: Family wealth executives seeking insights into private client issues

Refund policy: Partial refunds of payment will be offered if the cancellation is made in writing to The Family Wealth Alliance,, five (5) or more business days prior to the start of the event. For more information regarding complaints or administrative policies, please call 312-248-8820.

Additional information is listed under each session in the agenda.


The Power of Optimism

Optimism is powerful. When we shift our focus to see the glass half-full our social, emotional, and cognitive superpowers emerge. Optimism is a powerful approach to accomplishing goals and living a fulfilling life. By acknowledging obstacles and opportunities—but focusing on the opportunities—optimism enables us to have fun exploring the world with an eye toward solutions and growth.

Listen to Bert Jacobs’ inspiring business story to demonstrate how focusing on the good can transform your mindset and how optimism can innovate and thrive in times of change. Bert will then be joined by Steve Gross who will share the work they have been doing with the Life is Good Kids Foundation, a non-profit that spreads the power optimism to kids who need it most.


The opening keynote is INCLUDED in Fall Forum admission.

Individual tickets for ONLY the keynote event are available to the public for $150 per person. All proceeds from this event go to the Life is Good Kids Foundation.


For sponsorship opportunities please email Brooke at


Meet Bert



Bert Jacobs, Co-Founder, Life is Good

Bert and his brother John started Life is Good with $78 in their pockets, selling T-shirts on the streets of Boston and in college dorms up and down the East Coast. Today, Life is Good is a $100 million positive lifestyle brand sold by over 2,000 retailers across the U.S. and Canada.

In the early years of their business, Bert and John were inspired by stories of people—especially children—facing great adversity. These stories inspired an integrated business model dedicated to helping kids in need. To this day, Life is Good donates at least 10 percent of its annual net profits to the Life is Good Kids Foundation, a non-profit that positively impacts over 1 million kids every year.


Steve Gross, Founder & Chief Playmaker, Life is Good Kids Foundation

Steve Gross, M.S.W., is the founder and chief playmaker of the Life is Good Kids Foundation, a non-profit that spreads the power optimism to kids who need it most.

Steve’s signature approach has been widely adapted across the country and throughout the world in response to the social and emotional needs of children deeply impacted by poverty, violence and illness. In addition to his work in the social sector, Steve has worked with many corporations such as Vertex Pharmaceuticals, Million Dollar Roundtable Club, and IBM to demonstrate how optimistic leaders can inspire people and organizations through times of change.


More on the Life is Good Kids Foundation

Life is Good Playmakers support childcare professionals and organizations to create life-changing relationships and optimal environments where our most vulnerable kids can heal, learn, and grow.

Life is not good for some kids. Life is Good Playmakers work to change that. Adverse Childhood Experiences (ACEs) are all types of abuse, neglect, and other traumatic experiences that occur to kids under the age of 18. These experiences have been linked to risky health behaviors, chronic health conditions, low life expectancy, and early death. They are the single greatest health threat facing our nation’s kids today.

Young, developing brains are highly sensitive to stress, and will not fully develop emotional, social, and cognitive capacity if kids are continuously responding to threats during their first few years of life. When children are continually responding to adversity, the architecture of their developing brains can be damaged leading to life-long consequences. The greater the number of ACEs, the greater risk – experiencing four or more ACEs is associated with significantly increased risk for 7 out of 10 leading adult causes of death, including heart disease, stroke, cancer, COPD, diabetes, Alzheimers and suicide. Life expectancy is reduced by 20 years among adults who experienced six or more ACEs as kids.


Bert Jacobs


Life is Good

Steve Gross

Founder & Chief Playmaker,

Life is Good Kids Foundation

Brian Hughes 


Touchpoint Growth Strategies

Randy Webb

Head of Family Office

Brown Advisory

Tom Livergood

Founder & CEO

The Family Wealth Alliance

Justina Lai

Chief Impact Officer and Shareholder

Wetherby Asset Management

Jack Ablin

Chief Investment Officer


Andy Busser

President of Family Office


Kara Pass

President & CEO

Market Street Trust Company

Carol Schleif

Deputy Chief Investment Officer

BMO Family Office

Thomas Abendroth


Schiff Hardin

Domingo Such


Perkins Coie

Kim Kamin

Principal & Chief Wealth Strategist

Gresham Partners

John Oxtoby

Senior Vice President, Director of ESG

Ariel Investments

Whitney Kenter

CEO, Founder

Glowe Connective

Rob Jeffers

Chief Operating Officer

Fiduciary Trust

Jennifer Kirksey

Managing Director of Wealth Operations

Tolleson Wealth Management

Scott Hoesman

CEO and Founder

inQUEST Consulting

Randy Webb

Partner & Head of Family Office

Brown Advisory

Barry Tubman

Partner & Chief Operating Officer

Ballentine Partners

Bob Donnelly

Managing Director 

Marsh McLennan Agency Private Client Services

Emily McKinin DeMasi

Director of Engagement at EOS

Federated Hermes

Shannon Kennedy

Global President

BMO Family Office

Rebekah Kohmescher

Chief Executive Officer

Altair Advisors

Vincent Hayes

Global Head of Family Office & International Wealth Management

BNY Mellon Wealth Management

Tram Vo

Managing Director, Talent Development


Jill Matesic

Family Office Strategist

Schwab Advisor Family Office



Thank you to our Strategic Partners for co-hosting this event. 
















The Fall Forum will take place at the Union League Club of Chicago. Outlined below is more information on the location, room block, and dress code. 


The Union League Club of Chicago
65 W. Jackson Blvd.
Chicago, Illinois 60604



Dress Code: The dress code for this event is business casual


Room Reservations Detail: 

  • All reservations must be made by 5 pm on Thursday, October 21
  • Reservations can be made by either contacting the Club via email or by phone, Be sure to mention the FWA-2021 Fall Forum to receive the negotiated rate. Guests can either Email: or Phone: 1.800.443.0578 to make their reservation.
  • Rate:  $249.00 + 20% for a Standard King
  • Billing:  Guests pay all charges- Credit card must be provided with reservation
  • Cancellation Policy:  Guests have until 3.00pm prior to arrival date to cancel, without penalty. Late cancel / No Show charge: one nights rate
  • Check in time: 3.00pm. Check out 12.00pm
  • Early check-in is not guaranteed


COVID-19 Policy at The Union League Club (updated 9/15/2021)

Due to the citywide mask mandate, masks are required throughout the clubhouse, no matter vaccination status. If you are dining, you may remove your mask, but if you are moving throughout the clubhouse, masks are required.

Those entering the Club will also have their temperature taken via a thermal scanner. Additionally, for your safety, sanitation stations have been set up throughout the clubhouse and our housekeeping staff continuously monitors areas for cleaning.

Thank you for your understanding as we continue to navigate our way through this pandemic.

Ticket Name Sale Ends Price Quantity
Family Wealth Executive
29 Oct 2021
Sale Ended
Service Provider
27 Oct 2021
Sale Ended
Spouse/Significant Other
22 Oct 2021
Sale Ended
(ONLY) Life is Good Reception
29 Oct 2021
Sale Ended
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01 Nov 2021 @ 5:00pm CDT
03 Nov 2021 @ 1:00pm CDT

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  • 65 W Jackson Blvd, Chicago, IL 60604, USA