Unpacking the Forces Shaping Family Wealth
Join us for the 2023 FWA Fall Forum for a comprehensive look at the family wealth industry. Together with your peers, we will discuss the top trends, risks, and external threats impacting your firm and clients.
We are honoring our 20th anniversary with a gala the evening of October 18th. It will begin with an immersive networking reception, sponsored by Haute Explore, followed by a black-tie gala honoring our community and growth over the last two decades. Be sure to show up to the reception on time. Like last year, we will be raffling off all-inclusive excursions compliments of our sponsor, Haute Explore.
Welcome to The Family Wealth Alliance Fall Forum – we look forward to connecting you.
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Who Should Attend?
Fall Forum registration INCLUDES the 20th Anniversary Gala Dinner and Immersive Networking Experience. Separate tickets for only the gala are not available. Please note that registration is required and subject to approval by The Family Wealth Alliance.
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To view the Event Terms & Conditions, please click here.
If you are interested in becoming a member, please contact info@fwalliance.com for more information.
Thank you to our co-chairs for helping design an inspiring event!
Jessica Beavers |
Jeff Lang |
Kelly Maregni |
Holly Pantzer |
Chris Quinn |
Agenda
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Wednesday - October 18 |
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5:00pm |
Immersive Networking Opening Reception |
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6:30pm |
20th Anniversary Gala Dinner |
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Thursday – October 19 |
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7:30am |
Registration & Breakfast |
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8:30am |
Welcome Remarks |
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9:00am |
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Tom Livergood will provide an overview of the family wealth landscape, competition, and major trends in client demographics, demands, assets, and services, including insights from The Family Wealth Alliance 2023 Landscape of Family Wealth Survey. |
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9:50am |
Twenty Years Fore & Aft: How the Family Office Industry Has Changed & Where It’s Headed |
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A panel discussion on how the business has changed over the last 20 years and what’s in store going forward.
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10:40am |
Break |
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11:00am |
Social Fitness Table Discussions |
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Join Alex Kirby, CEO of Total Family Management, for an interactive session focused on the art and science of Social Fitness. This workshop aims to go beyond professional titles and dig deep into the importance of meaningful relationships in our lives. Through engaging discussions and hands-on exercises, you'll explore how to nurture connections that truly matter, both personally and professionally. As we lead into a networking lunch, you'll leave equipped with actionable insights to be more intentional about the relationships you cultivate during the event and beyond.
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12:00pm |
Networking Lunch |
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1:00pm |
Jurisdictional Planning for Family Offices |
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Helping advise clients on their estate plans while simultaneously leveraging the various tax, trust, and estate laws across jurisdictions is no easy feat. For firms operating in multiple states and clients across the globe, this task is even more complex. It also serves as an opportunity. An opportunity for firms to showcase the value they bring clients by leveraging experts across jurisdictions to maximize outcomes for their families. In this session we will hear from trust and legal experts on how they stay informed on various jurisdiction benefits and navigate that as a firm. |
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1:50pm |
Investment Trends for Private Clients |
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Family offices are reporting an unprecedented number of clients interested in private investments. From investing in operating companies, venture, or real estate, advisors need more than just the operations to support clients’ interests – they need a strategy. This panel of investment professionals will discuss recent investment trends their clients are interested in and how they are navigating that within their firm. |
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| 2:40pm | Break | |
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3:00pm |
FWA Talks: Top 5 Cyber Threats to your business and clients |
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The most recent highly publicized breach of an extremely large casino system reminds us about the crippling impact of things like ransomware. Ransomware is just the end result of not addressing some of the most important cyber threats. Some of these threats are new because of emerging technologies like AI and cloud computing, and some are so similar to how hackers attacked systems back in the days of AOL.com and Netscape. Join this session led by PURE’s Stuart Tainsky, CIO & Head of Administration and Aruna Rawat, VP of Enterprise Security, as they explain these threats and provide insight into how best to mitigate them in both your own work environments and your clients’ personal lives.
FWA Talks is our take on TED Talks. In these brief mini-sessions, we will cover specialized topics that are top of mind for member firms. Each session will cover what you don’t know, why it matters, and how to talk to your clients about it. We hope that each FWA Talk will offer practical tips and applicable knowledge you can implement back in the office on Monday. |
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3:20pm |
Mental Health & UHNW Advisory: Standards for professional excellence and lessons in personal well-being |
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Advisors to UHNW individuals and families are privileged with the most intimate details of their clients' lives. In these positions of trust, they are frequently asked for advice and counsel on issues relating to their clients' mental health and relational well-being. Over the last decade, the need for advisors to navigate these requests has grown as women and next generation family members are calling for 'best in class' advisors to help them manage the internal threats to their financial and relational well-being that emanate from a wide range of mental health and relational challenges. Simultaneously, advisors have had to deal with challenges to their own mental and relational health as the scope of their work has expanded to include services related to the non-financial aspects of their clients' well being. In this presentation, Dr. Paul Hokemeyer, one of the world’s foremost experts on UHNW identity and mental health will share his academic research and clinical experience in working with UHNW families around the globe on how to navigate these turbulent waters with a steady hand, an empathic heart, professional integrity and through a lens of self care and personal well-being. |
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4:10pm |
Mid-day break |
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6:15 pm |
Dine-Arounds (by invitation only) |
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Attendees go to private pre-assigned dinners hosted by Alliance Strategic Partners throughout The Union League Club. Dinner assignments are located on the back of your name badge |
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8:00pm |
Desserts & Cordials |
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All attendees are welcome to join us for coffee, dessert, and cordials after dinner until 10:30pm. |
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Friday – October 20 |
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8:00am |
Breakfast |
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9:00am |
Welcome Remarks |
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| 9:10am |
FWA Talks: 2023 Risk Management Trends for Family Offices During the middle of the most challenging personal insurance market in a generation, family offices are seeking partnership and guidance more than ever. Helping family offices and wealthy families confidently manage risk and uncertainty using data-based insights, education, and consultation has been a mission for Marsh McLennan Agency Private Client Services (MMA PCS) for more than 40 years. This year, MMA PCS collaborated with the Human Insights Team at Oliver Wyman to conduct a comprehensive study of their family office client base, resulting in the latest iteration of their industry-leading Family Office Benchmarking Study. Key themes to be discussed during this presentation include:
FWA Talks is our take on TED Talks. In these brief mini-sessions, we will cover specialized topics that are top of mind for member firms. Each session will cover what you don’t know, why it matters, and how to talk to your clients about it. We hope that each FWA Talk will offer practical tips and applicable knowledge you can implement back in the office on Monday.
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9:30am |
2024 Political Outlook & the Potential Impact on Family Offices |
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Heading into 2024 we are looking down the tunnel of another presidential election. This, coupled with an economy that continues to see turbulation will make for an interesting year in our industry. In this session, Michael Townsend will discuss the latest developments and potential impact key policies, regulatory proposals, and the upcoming election may have on the family office industry. He will also cover how these policies may affect the markets and client’s portfolios and what that means for your firm. |
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| 10:10am | Break | |
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10:30am |
AI's Impact on Financial Services |
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Artificial intelligence has already impacted the financial services industry. The difference now it the rapid pace of developments and acceptance from firms and their clients on leveraging AI technology. In this session we will hear from an expert and legacy investor into AI on where the technology is headed, how it will impact our industry, and where there are opportunities and challenges ahead.
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11:20am |
FWA Talks: Navigating Health Insurance for Client Families |
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In the complex landscape of healthcare, client families are often left in the dark with complex policies, jargon, and avoidable medical bills. In this illuminating talk, John Samuels, CEO of Better Health Advisors, will delve into the intricacies of health insurance, helping client families make informed decisions that safeguard their well-being. From understanding coverage options to maximizing benefits and addressing unique family needs, he will chart a course through the often confusing world of health insurance, ensuring that client families can access the care they deserve with confidence and clarity.
FWA Talks is our take on TED Talks. In these brief mini-sessions, we will cover specialized topics that are top of mind for member firms. Each session will cover what you don’t know, why it matters, and how to talk to your clients about it. We hope that each FWA Talk will offer practical tips and applicable knowledge you can implement back in the office on Monday. |
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11:40am |
Closing Remarks |
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11:45am |
Lunch: Grab & Go or Stay & Network |
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1:00pm |
Conference Concludes |
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*Sessions and timing subject to change
The 2023 Fall Forum marks the 20th Anniversary of the Family Wealth Alliance. In light of this special occasion, the Fall Forum will kick off with a black-tie gala on the evening of the 18th. Family Wealth Alliance is partnering with Haute Explore to create a special experience for our members during the Gala that features luxury locations and properties.
To add to the celebration - the following amazing travel prizes will be raffled off to event attendees:
- 9 night stay in Italy
- 12-nights in the Indian Ocean
- 6 nights in Sri Lanka
- 6 nights at Heritance Aarah in the Maldives
- 2-night stay at Maybourne Beverly Hills
- 5-night stay at the Einstein in St. Gallen, Switzerland
- 2-night stay at Montage Healdsburg (Sonoma County)
- 3-night stay at The Windsor Court in New Orleans
The Immersive Networking Reception is sponsored by Haute Explore.
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
USA
312.427.7800
Dress Code: The dress code for this event is business casual
Room Reservations Detail:
- All reservations must be made by October 3, 2023. The room block may be filled before that date so we encourage attendees to book as soon as possible.
- Reservations can be made by either contacting the Club via email or by phone, Be sure to mention the FWA 2023 Fall Forum to receive the negotiated rate. Guests can either email: clubservices@ulcc.org or call: (312) 427-7800 to make their reservation.
- Rate: $249.00 + 20% per night surcharge for a standard king or $269 + 20% per night surcharge for a double queen or $289 for a deluxe king + 20% per night surcharge. There are a limited number of rooms available in each category.
- 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 night's rate.
- Check in time: 3.00pm. Check out time: 12.00pm. Early check-in is not guaranteed.
Amenities:
The following additional benefits/services are available to your guests during their stay:
- Complimentary wireless internet throughout the building
- Complimentary state-of-the-art Fitness Center
- Complimentary 24-hour Business Center with 5 private offices
- Complimentary Coat Check
- Two Restaurants
- On-site Lounge (Rendezvous hours will extend to 10pm 10/18-10/20, 2023)
- Discounted Parking (validated at the Front Desk for overnight guests)
Fall Forum Frequently Asked Questions
Where is this event being held?
The 20th Anniversary Gala and 2023 Fall Forum will be held at the Union League Club of Chicago (65 W Jackson).
At Registration, you will receive your name badge – please keep your name badge for the duration of the conference and return it prior to your departure.
Is there parking available on site?
Valet Service is available at the Federal Street entrance of the Club or Self-Park your car safely and conveniently in the South Loop Garage, located one block south from the Clubhouse. Pricing varies. You may pay for parking at the Front Desk.
Who should attend Fall Forum?
FWA members, non-member 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.) and service providers are qualified to attend the Fall Forum. Please be sure to select the correct ticket type when registering. Note: there are limited spots for service providers and once those seats are claimed no more will be added.
What is included in my registration?
Fall Forum registration includes access to the Immersive Networking Reception and 20th Anniversary Gala on October 18th, as well as Fall Forum Programming on October 19th and 20th.
What is the Immersive Networking Reception on October 18th?
Prior to the gala, attendees will have the opportunity to connect and network with each other and explore exciting travel opportunities targeted to UHNW clients. Courtesy of Haute Explore, several amazing travel prizes will be raffled off to event attendees. In order to qualify for a prize, attendees must attend the networking reception and complete a scavenger hunt to enter the drawing.
How do I book my accommodations?
- All reservations must be made by October 3, 2023. The room block may be filled before that date, so we encourage attendees to book as soon as possible.
- Reservations can be made by either contacting the Club via email or by phone, Be sure to mention the FWA 2023 Fall Forum to receive the negotiated rate. Guests can either email: clubservices@ulcc.org or call: (312) 427-7800 to make their reservation.
- Rate: $249.00 + 20% per night surcharge for a standard king or $269 per room + 20% per night surcharge for a double queen or $289 + 20% per night surcharge for a deluxe king. There are a limited number of rooms available in each category.
What is the dress code?
Conference attire is business casual for all events. The Gala dinner is black tie/formal. Please remember convention rooms temperatures may not be to your personal preference, so come prepared with an additional layer.
Can I receive CE credits at the Fall Forum?
6 sessions are eligible for CPE credit and 3 sessions are eligible for CFP credit. To receive credit, you must sign in and sign out for each session with the FWA team member at the CE table in the back of the room. Attendees who do not sign in and out for each session, or reach out after the event are not eligible for credit.
How can I learn more about becoming an FWA member firm?
If you are interested in learning more about FWA membership, please reach out to brooke@fwalliance.com. FWA member firms receive complimentary seats to all of our in-person events.
When
Location
- 65 W Jackson Blvd, Chicago, IL 60604, USA
