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2022 Alliance Summit

09 Feb 2022 @ 9:00am CST
11 Feb 2022 @ 1:00pm CST

Event Details

The Alliance Summit

Feburary 9-11, 2022 | Scottsdale


Profound Connections: Being thoughtful about your influence and impact

You’ve likely heard it echoed before, “we’re in the business of relationships”. But in our industry, the access you get to your clients is unmatched in any other space. Your client relationships are unique and nuanced. Your interactions are intimate and vulnerable. Your influence is often life changing. Families have decided to trust you to advise them on some of the most important decisions they will make in their lives.

The challenging questions are: How deeply are you impacting the lives of your clients? And how do you turn your influence into the opportunity to cultivate life-long relationships? Join us for our annual Alliance Summit, where together we will explore the Profound Connections that make this business unique, so that every time, you are not only their trusted advisor, but you are also their First Call.


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

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


2022 Summit COVID Policy

All attendees must submit proof of vaccination, or a negative PCR COVID-19 test taken within 72 hours of February 9, 2022, to attend. We are monitoring the federal and state guidelines and will adjust our policy ahead of the event as advised. To that end, additional testing for attendees may be required.

At this time, masks are not required for gatherings in Scottsdale, Arizona. We are strongly encouraging attendees to wear a mask when not eating or drinking. This is subject to change with short notice.

Venue Policy: The event venue, The Phoenician of Scottsdale, is not requiring staff to be vaccinated but are requiring them to wear masks. Guests that have been vaccinated are not required to wear a mask on property. Guest that have not been vaccinated are required to wear a mask on property. More information on the venue covid policy can be found here.

We expect all of our attendees to consider the health and well-being of fellow attendees and adhere to this policy, practice good judgement, follow CDC guidelines, and comply with all other rules, regulations, and guidelines when traveling to the Summit.

If you choose to not participate in the FWA 2022 Summit due to this policy, please reach out to the FWA team. Session recordings will be available for replay on our member portal one month after the event.

“Fully vaccinated” means at least two weeks have passed since a person received their second dose of one of the COVID-19 vaccines. We also strongly encourage attendees receive their booster before attending.

Acceptable tests are PCR, NAAT, or antigen tests performed by an accredited lab. Antibody test results will not be accepted. Tests are available at most urgent care centers and pharmacies, including Walgreens and CVS.

Thank you, Co-Chairs, for your time and insights helping us plan the 2022 Alliance Summit:

  • Amy Hart Clyne, Chief Knowledge and Learning Officer, Pitcairn
  • Jennifer Murtie, Partner, Ballentine Partners
  • Kara Pass, President and CEO, Market Street Trust Company
  • John Sleeting, Senior Partner, Clearwater Capital Partners



Wednesday, February 9


Opening Reception & Registration


Welcome to the 2022 Alliance Summit! Please join us for evening outside under the stars with cocktails, appetizers, food stations, and networking. Upon arrival you will receive your name badge, program, and networking assignments for the Summit.

This reception will run from 5:30pm to 8:00pm on the Orchid Lawn.


Thursday, February 10






Welcome Remarks




The Lost Art of Connecting


Susan McPherson, Author

Interviewed by Deb Wetherby, CEO, Wetherby Asset Management


Connection is a superpower. In her book, The Lost Art of Connecting, Susan McPherson explains how we can make every relationship meaningful and rewarding. To begin to build your constellation, you have to be authentic and ask yourself the following questions: Who do you need to be around you to be your best? What are your unique values and strengths? What unique contributions can you make? The answers to these questions will point you toward your career and life’s purpose. And when you find that—magic can transpire. Join us in a discussion with Susan McPherson on how to build a meaningful constellation of profound connections.








Insights from the Voice of Your Clients



  • John Sleeting, Senior Partner, Clearwater Capital Partners
  • Carolyn Donnelly, Executive Director, Client Initiatives & Marketing, CIBC Private Wealth
  • Drew McMorrow, President & CEO, Ballentine Partners

You know how profound and impactful a relationship with private families can be. Now let’s focus on how to “keep your ear to the ground” and remain focused on their needs and values. Through our Voice of the Client initiative, FWA has embarked on a mission to equip family offices with the right tools to mine better client insights and shine a light on what private families value most. In this session, we will hear from three family office executives on their process of soliciting feedback, what clients are saying, and best practices for turning that knowledge into action.




Innovative Service Models of the Future



  • Kristen Bauer, CEO, Laird Norton Wealth Management 
  • Nikki Michelini, Managing Director, Bespoke Advocate
  • Richard Pomeroy, Senior Managing Director, BMO Family Office
  • Moderated by Eddie Brown, National Managing Director, Head of Schwab Advisor Family Office

The family office industry is quickly evolving. A new generation of clients is forcing firms to reimagine their client experience and how they deliver value. Emerging technologies are disrupting this industry with innovation, never before seen data, and adding to the already confusing nomenclature and fees. These big changes are bringing attention to this space resulting in more regulation and compliance.

The majority of firms weathered the COVID-19 storm and faired quite well. If anything, the pandemic shined a light on the value you provide clients by letting them sleep better at night. But any successful firm has to remain cutting-edge and be one step ahead of their clients needs. How are firms planning to balance the high-touch service offering while growing their bottom line?

Join us in a discussion about where the family office industry is headed and how you can come out on top.




Networking Lunch




Alliance Updates, Research, and Trends


Tom Livergood, Founder & CEO, The Family Wealth Alliance

Join us as we hear from The Family Wealth Alliance on the complex family office landscape - its nuances, major challenges, best practices and general updates.




Peer Groups


Peer group conversations 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.









Attendees are separated into pre-selected groups to attend private networking dinners hosted by Alliance Strategic Partners. Please look for the dinner assignment on the back of your name badge, Attendees going to a dine-around can go directly to your dinner from recreation at 6:00pm.




Drinks, Dessert, & Discussions

All attendees are welcome to join us for desserts and a night-cap at the relaxing Salon and Patio.




Friday, February 11






Welcome Remarks




Finding Her Voice and Creating a Legacy



  • Amy Hart Clyne, Chief Knowledge and Learning Officer, Pitcairn
  • Dennis Jaffe, Senior Research Fellow, BanyanGlobal Family Business Advisors


Across the globe, women have passed a tipping point where staid stereotypes and traditional roles are fading fast. Yet, in the exclusive enclave of ultra-high-net-worth families, women too often remain hindered by longstanding conventions and complex intergenerational dynamics.

Join us in a conversation with authors Amy Hart Clyne and Dennis Jaffe as they discuss their book, Finding Her Voice and Creating a Legacy, to offer valuable lessons for advisors serving the world's wealthiest families.








Family Wealth Disruptors: NextGen Talent & The Future Workforce


Sociologists define generations not only by year of birth but also by historical events and technological changes occurring during their coming of age, which impacts the way they see the world. Major events and advances have shaped NextGen behaviors and values in several ways, which effect their career goals, workplace behaviors, and expectations of employers including benefits, training, values and culture.

In this session we will discuss the future workforce, their impact on firm culture and operations, and best practices on optimizing your team.


  • Hugh Massie, Founder and Chief Human Performance Accelerator, DNA Behavior International
  • Fred Gluckman, Partner, EY Americas Family Office Advisory Services
  • Moderated by Tricia Rothschild, Vice Chair of CFA Institute Board of Governors




Family Wealth Disruptors: NextGen Clients & Family Dynamics


It’s no secret that the longer a family has substantial money the more difficult it is to maintain both family dynamics and the wealth. With the numerous barriers across family structures and shifting priorities from generation to generation, a lack of effective communication and insufficient education are key culprits in dwindling wealth. This is where advisors can have immense impact on their client’s success. Join us in a discussion with family dynamics experts on how to create effective channels of communication, uncover family values, and curate an inclusive and comprehensive succession plan for your clients.


  • Jane Flanagan, Director of Family Office Consulting, Northern Trust
  • Thomasina H. Williams, Founder, Sankofa Legacy Advisors
  • Moderated by Laurent Roux, Director, Willow Street Group




Networking Lunch




Conference Concludes 




Susan McPherson Deb Wetherby Eddie Brown

Author, The Lost Art of Connecting

Founder & CEO, Wetherby Asset Management

National Managing Director, Head of Schwab Advisor Family Office 
Jane Flanagan Richard Pomeroy Dennis Jaffe
Director of Family Office Consulting, Northern Trust Senior Managing Director, BMO Family Office Senior Research Fellow, BanyanGlobal Family Business Advisors

Kristen Bauer

CEO, Laird Norton Wealth Management

Nikki Michelini

Managing Director, Bespoke Advocate

Carolyn Donnelly 

Executive Director, Client Initiatives & Marketing, CIBC Private Wealth

Hugh Massie Amy Hart-Clyne Thomasina Williams
Founder and Chief Human Performance Accelerator, DNA Behavior Chief Knowledge and Learning Officer, Pitcairn Founder, Sankofa Legacy Advisors

Tricia Rothschild

Fred Gluckman Laurent Roux
Founder & Principal, Oehme Rothschild, LLC Partner, EY Americas Family Office Advisory Services Director, Willow Street Group
Tom Livergood Drew McMorrow John Sleeting
Founder and CEO, The Family Wealth Alliance President & CEO, Ballentine Partners Senior Partner, Clearwater Capital Partners

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

















The Phoenician

6000 East Camelback Road
Scottsdale, AZ USA 85251



Location & Accommodations


The Phoenician, A Luxury Collection Resort, Scottsdale

6000 East Camelback Road

Scottsdale, AZ USA 85251

(480) 941-8200




As of 1/12/2022, the room block for the Phoenician is sold out. Attendees can be added to a waiting list for rooms at The Phoenician by contacting Emily Gorz, Additionally, we are working on overflow hotel accommodations. More information will be shared here when it is available. 


Our room rate for FWA attendees is $409 + $25 resort fee + tax

Our secured room block includes a reduce resort fee of $25 (down from $40) and includes the following amenities: 

  • Wireless internet
  • Daily morning yoga (advanced reservations required)
  • In-room coffee & tea
  • Complimentary tennis court and equipment rental for up to one hour of play
  • Complimentary bicycle rental (2-hour periods, includes helmet)
  • Complimentary access to fitness center
  • Complimentary access to driving range



  • Overnight parking at the resort is available, $38 for valet and $20 for self-parking, per car, per day. 


Golf Rates:

  • Golf Green Fees: $249.00++
  • Club Rentals: $75++ (includes 6 golf balls in a Troon Valuable Pouch)


Tennis Rates 

  • Court Fees: $20 per person, per hour
  • Racquet Rentals: $20 per day


Luxury Spa

Spa Menu and Pricing

It is recommended to make spa reservations up to 2-3 weeks in advance.


Charter Flights for Alliance Summit

Beat travel delays and airport hassle by flying privately to the 2022 Alliance Summit. The Family Wealth Alliance is pleased to be partnering with Alliance Forte member, Pentastar Aviation, to offer charter pricing for flights to the summit.

There are several charter options, available non-stop to Scottsdale from all 48 continental states. The various offering can be viewed here.

For more information or questions regarding charter flights to Summit, contact Calvin Ford:


Ticket Name Sale Ends Price Quantity
2022 Alliance Summit Login or Join to view tickets

09 Feb 2022 @ 9:00am CST
11 Feb 2022 @ 1:00pm CST

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  • 6000 East Camelback Road Scottsdale, AZ USA 85251