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
Session and speaker information to be announced.
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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 |
Morning Sessions |
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| 12:30pm |
Networking Lunch |
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| 1:35pm |
Afternoon Sessions |
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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 |
Morning Sessions |
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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 Clearwater Capital |
Beka Kohmescher Altair Advisers |
Mike La Mena Wealthspire |
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| Angela Neumann Sequoia |
Danielle Valkner PwC Private |
Accomodations
The Fall Forum will take place at the Fairmont Chicago at Millennium Park.
Click here to book your accommodations for the Fall Forum.
Fairmont Chicago at Millennium Park
200 North Columbus Drive
Chicago, Illinois 60601
USA
Room Reservations Details:
- All reservations must be made by October 2, 2024. The room block may be filled before that date so we encourage attendees to book as soon as possible.
- Reservations can be made online or by calling the Global Reservations Centre at 1-800-441-1414. If calling in, please mention the Family Wealth Alliance Fall Forum to ensure you receive the group rate.
- Rate: $249.00 + tax for a standard room and $345 + tax for a deluxe room. There are a limited number of rooms available in each category.
- 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)
