Standing Out:
The Art and Science of Today's Experience Economy
Join us at the 2024 Alliance Fall Forum: Standing Out, where we will explore the art and science of thriving in today's experience economy—a landscape where client experience is not just a consideration, but a cornerstone of success. In an era marked by rapid technological advancements, impending wealth transfer, and intense competition for talent, the ability to stand out has never been more crucial. This forum will explore how family wealth firms can craft experiences that resonate deeply with clients and turn service delivery into a memorable, impactful journey.
As we navigate the complexities of 2024, it's clear that best-in-class service alone is no longer enough. Clients not only expect to receive exceptional service, they also want to feel its value in every interaction. The experience economy demands that we connect with what makes clients human—their values, emotions, and needs. It is through this connection, fostered by empathy, engagement, and personalization, that firms can differentiate themselves, cultivate loyalty, and secure long-term client retention.
The Family Wealth Alliance invites you to join us in Chicago as we illuminate the strategies, technologies, and mindsets required to excel in this new reality. Discover how to transform your services into experiences that leave a lasting impact on your clients and ensure your firm's continued success in the experience-driven economy.
Welcome to The Family Wealth Alliance Fall Forum – we look forward to connecting you.
The Fall Forum will take place at the Fairmont Chicago at Millennium Park.
The room block closes on October 2nd.
Click here to book your accommodations for the Fall Forum.
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Who Should Attend?
Fall Forum registration INCLUDES the Opening Keynote Dinner which features the 2024 Young Professionals Awards on October 23rd. Separate tickets for only the Awards Dinner 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.
Agenda
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Wednesday - October 23 |
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5:00pm |
Standing Out Opening Reception |
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6:30pm |
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Thursday – October 24 |
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| 7:30am |
Breakfast + Registration |
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| 9:00am |
Opening Remarks |
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| 9:10am |
Alliance Research: 2024 Fees & Pricing Study + Voice of the Client in Family Wealth With operational sustainability and client experience in mind, Tom Livergood will unveil key findings from the two newest Alliance Research benchmarking studies, Fees & Pricing in Family Wealth: 2024 Report and Voice of the Client in Family Wealth: 2024 Report. Within family wealth, pricing methodologies continue to evolve in response to more refined client segments, delivery models, and service offerings. It is essential to regularly optimize fee levels and methodologies for the many complex services offered to family office clients - not just for your firm’s bottom line, but for your clients, who value clear and sustainable pricing. But what else do they value, and why? In this session, we’ll outline key factors that drive the client experience at family wealth firms, based on primary data gathered from over 2,400 client households, (Spoiler: Fee levels aren’t top of mind.
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| 10:00am |
FWA Talks: Creating Human Experiences in a Tech-Forward World As a counterpoint to the breakneck pace of technological advancement in the wealth management industry, UHNW clients are increasingly seeking more human-centric services from their advisors. This session will explore the strategic interplay of technology and white-glove service, explaining how advisors can leverage technology to free up time for higher-value connections. Speaker: Danielle Labotka, Behavioral Scientist, Morningstar |
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| 10:30am |
Break |
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| 10:50am |
Delivering Exceptional Client Experience Every family office wants to be known for its remarkable client experience. However, the memorable differentiators that define such an experience can feel impossible to implement while also meeting the demand for strong results and scalability. In this session, panelists will share how their firms have fostered deep client relationships, personalized services, and created moments of meaningful impact throughout the client journey. Using case studies from peer firms, they’ll give attendees a range of practical ideas and frameworks for delivering a client experience both exceptional and enduring. Speakers:
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| 11:40am |
Table Discussions |
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| 12:20pm |
Networking Lunch |
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| 1:35pm |
Alliance Updates |
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| 1:50pm |
Next-Generation Client Experience: In Their Own Words Join us for a forward-thinking conversation with the humans behind the numbers of The Great Wealth Transfer. Facilitated by Ella Chase, co-founder of Wellth Works and G7 family member, this panel of UHNW clients will candidly discuss how they view and evaluate their own client experience. Through this open conversation, firms will be inspired to innovate in ways that promote understanding, connection, and loyalty. Don’t miss this opportunity to ensure the frameworks your firm is building today will stand up to the priorities and expectations of tomorrow. Speakers:
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| 2:40pm |
Break |
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| 3:00pm |
Activating AI for Your Business This session will examine AI's transformative impact on businesses, highlighting both opportunities and challenges. Attendees will discover how to unlock AI's full potential, explore key tools available in the market, and learn practical strategies for seamless implementation. By the end of the session, attendees will:
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| 3:50pm |
Mid-day break |
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| 6:00pm |
Dine-Around Peer Dinners
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Friday, October 25 |
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| 8:00am |
Breakfast |
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| 9:00am |
Opening Remarks |
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| 9:10am |
An Insider’s Guide to the 2024 Election After a long and winding road, the 2024 presidential election is finally here. In a lively, entertaining, and strictly non-partisan presentation, David Wasserman cuts through the spin and offers a data-driven forecast of how upcoming elections might unfold. Do Democrats have any hope of defending a 51-49 Senate majority or taking back a closely divided House? Wasserman will take attendees on a tour of the current moment, drawing on his extensive interviews with both parties' candidates and strategists to shed light on the top issues on voters' minds. Speaker: David Wasserman, Senior Editor & Elections Analyst, The Cook Political Report |
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| 10:00am |
Building a Strategy for Organic Growth Historically, business development has been siloed into a limited number of roles, relying on well-connected “rainmakers” to bring in new clients. In today’s ultra-connected world, there is now ample opportunity for your entire team to leverage their networks and contribute to organic growth. How can firms successfully build a growth engine to institutionalize this practice? Hear from a panel of leaders who have established a culture of sales and referrals throughout their teams and strategically integrated responsibility for business development across their firms. Speakers:
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| 10:50am |
FWA Talks: Between Now and Sunset: Tax Planning and the Expiring Provisions under the 2017 Tax Cuts and Jobs Act The end is near. Several provisions under the 2017 Tax Cuts and Jobs Act are set to expire on December 31, 2025. This presentation will review the “sunset” of the Act’s provisions impacting gift and estate tax planning and will offer a description of planning techniques that practitioners should consider prior to the end of 2025. Speaker: Christopher M. Floss, Counsel, ArentFox Schiff |
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| 11:20am |
Closing Remarks |
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| 11:30am |
Networking Lunch |
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| 12:30pm | Conference Concludes |
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Thank you to our co-chairs
for helping design an inspiring event!
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| Katie Berganske-Frank Clearwater Capital Partners |
Beka Kohmescher Altair Advisers |
Mike LaMena Wealthspire |
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| Angela Neumann Sequoia |
Danielle Valkner PwC Private |
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| Katie Berganske-Frank Chief Revenue Officer Clearwater Capital Partners |
Lynne Born Chief Practice Officer Aspiriant |
Todd Brook CEO Unchained |
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Ella Chase |
Christopher M. Floss Counsel ArentFox Schiff LLP |
Scott Horn |
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| Rachel Hyman President The Family Wealth Alliance |
Danielle Labotka |
Tom Livergood Founder The Family Wealth Alliance |
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Clare Mathile |
Kristin Rainey |
Sheila Schroeder
Regional Head of Business Development |
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| Bill Shannon Director of Strategic Growth Altair Advisers |
Dalyce Tinoco Director of Client Experience Class VI Family Office |
Bryce True Executive Partner Brick & Bond Inc. |
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| David Wasserman Senior Editor & Elections Analyst The Cook Political Report |
Dennis Moseley-WIlliams Founder DMW Strategic Consulting |
Accomodations
The Fall Forum will take place at the Fairmont Chicago at Millennium Park.
Fairmont Chicago at Millennium Park
200 North Columbus Drive
Chicago, Illinois 60601
USA
Room Reservations Details:
- Our room block closed on October 2. If you need assistance with room availability, please reach out to events@fwalliance.com
- Check in time: 3.00pm. Check out time: 12.00pm. Early check-in is not guaranteed.
Dress Code: The dress code for this event is business casual.
Frequently Asked Questions
Where is this event being held?
The 2024 Young Professionals Awards and Alliance Fall Forum will be held at the Fairmont Chicago at Millennium Park (220 N Columbus Dr, Chicago, 60601)
Is there parking available on site?
Valet Parking is available.:
- 0 – 2 hours: $31
- 2 – 6 hours: $43
- 6 hours – Overnight: $81
- Daytime Function: $40
- Evening Function: $40
Monday – Thursday 6 a.m. – 11 p.m.: No overnight service
Friday 6 a.m. – Sunday 11 p.m.: Continuous service
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 Young Professionals Awards reception and dinner on October 23, as well as Fall Forum programming on October 24 and 25.
What is the dress code?
Conference attire is business casual for all events. Please remember convention rooms temperatures may not be to your personal preference, so come prepared with an additional layer.
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 info@fwalliance.com. FWA member firms receive complimentary seats to all of our in-person events.
When
Location
- Fairmont Millennium Park (200 N Columbus Dr, Chicago, IL 60601, USA)
