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2021 Fall Forum

01 Nov 2021 @ 9:00am 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.



Register by Labor Day, September 6, to receive $500 off

with code EARLY500 

To enter a promotional code please navigate to the hyperlink under the tickets, "Click here to enter your promotional code", enter the code, change the quantity of the ticket and press "Purchase Ticket". 



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 are limited to but includes 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

2:00pm: Roundtable Meetings  (invitation only)

4:30pm: Break

5:00pm: Networking Reception

7:00pm: Opening Keynote: The Power of Optimism

  • Bert Jacobs, Co-Founder, Life is Good
  • Steve Gross, Founder & Chief Playmaker, Life is Good Kids Foundation


Tuesday - November 2

7:30am: Registration & Breakfast

9:00am: Opening Session & Alliance Updates

  • Tom Livergood, CEO & Founder, The Family Wealth Alliance

9:45am: Wealth Transfer Strategies for the Next Generation

10:45am: Break

11:00am: Wealth Transfer & the NextGen: A Case Study

11:50am: Networking Lunch

1:00pm: Why Diversity will Bring a Brighter Future

1:50pm: How to Tackle Diversity in Family Wealth

2:40pm: Peer groups

3:45pm: Mid-day break 

5:30pm: Reception

7:00 pm: Dine-arounds (invitation only)


Wednesday - November 3

8:00am: Breakfast

9:00am: Economic Outlook

10:00am: The Three Lenses of ESG Investments

11:00am: Break

11:20am: How will you REALLY provide value to your clients?

12:20pm: Closing Remarks

12:30pm: Networking Lunch

1:30pm: Conference Concludes


Speakers, sessions and times subject to change. 

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.

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.



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
















The Fall Forum will take place at the Union League Club of Chicago

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



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

Ticket Name Sale Ends Price Quantity
03 Nov 2021
Members Only
Family Wealth Executive 03 Nov 2021 $1750.00
Service Provider 03 Nov 2021 $2995.00
Spouse/Significant Other 03 Nov 2021 $495.00
(ONLY) Life is Good Reception 03 Nov 2021 $150.00
Click here to enter your promotional code

01 Nov 2021 @ 9:00am CDT
03 Nov 2021 @ 1:00pm CDT

Google Calendar

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