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2024 Summer Gathering: Elevating Women in Family Wealth

01 Aug 2024
8:00am - 6:30pm EDT

Event Details

 

By popular demand, Elevating Women in Family Wealth is back for its third year!

 

Join us this summer in Boston to connect with family office leaders, engage in crucial discussions about inclusion, and leave feeling inspired to shake things up at your firm. We'll explore client service and advisor experiences through a gender lens and spotlight amazing women paving the way in leadership, investing, and social impact.

 

This conference is all about elevation: elevating women in our firms to leadership positions, elevating clients by aligning their wealth with their purpose, and elevating a new generation of wealth creators by enhancing the client experience to meet their unique needs.


Our 2024 program is as thought-provoking as ever, with a special focus on “walking the walk”. Every session is designed to equip you with practical insights you can immediately put to use.


We can't wait to see you there!

 

Event Co-Chairs

Thank you to our event co-chairs for their support planning this event:

  • Covie Edwards-Pitt, Ballentine Partners
  • Ann Kaplan, Circle Wealth Management
  • Laura McDowell, Schwab Asset Management
  • Jason Paper, WRP Wealth Management
  • Nicole Perkins, Gresham Partners

 

Who Should Attend?

  • Men and women are welcome to attend. 
  • Family Wealth Alliance members receive two complimentary seats to this event. After complimentary seats are filled, member firms can purchase additional tickets for $995. You must log in to register for this event as a member. If you need assistance, please reach out to Emily at emily@fwalliance.com.
  • Non-member family wealth executives are welcome to attend for $1,295. FWA defines a family wealth executive to be any individual employed by an MFO, SFO, RIA, Ext. CIO, trust company, or a law or accounting firm that offers family office services to private clients.
  • FWA members have a priority registration window through June 1, 2024. Tickets will open to non-members on June 1, 2024. 
  • Registration is required and subject to FWA approval.

 

If you would like to attend the pre-conference dinner cruise on 7/31, please add both the event ticket and the dinner ticket to your cart. Only FWA members and family wealth executives are eligible to purchase tickets to the dinner cruise, subject to availability. 

 

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

If you are interested in becoming a member, please contact info@fwalliance.com for more information.

We are looking forward to hosting this summer’s Elevating Women Event at the Boston InterContinental Hotel.

Visit our online booking page, or call the InterContinental 866-378-0533 to book over the phone.

If you are booking online and asked for a Group Rate code, enter FWE to access our discounted event rate of $385/night. If you are calling, please mention The Family Wealth Alliance to take advantage of the group discount.

A few important notes:

  • Please use Google Chrome to access the booking site.
  • The room block will close on Tuesday, July 9th, but may sell out beforehand. Please book your accommodations as soon as possible. 

 

 

Wednesday, July 31

5:00pm: Dine-Aboard: Cruise & Connect
(pre-registration is required, members only)

 

Thursday, August 1

8:00am: Registration & Breakfast

9:00am: Welcome Remarks

9:10am: Change Starts with Us: Leading with EQ and IQ

Inclusion isn’t easy. Truly moving the needle requires collective action and intentional effort toward common goals. And it calls for exceptional leaders – leaders who understand that it's not just about knowledge or power, but about how they make others feel.

10:00am: Alliance Talks: Elevating Women & Leadership

Alliance Talks is our take on TED Talks. In these mini-sessions, we will highlight a female leader moving the needle for women and girls in the areas of investing, social impact, and leadership. Woven throughout our program, these sessions will give the stage to transformational female leaders.

10:30am: Break

10:50am:  Aligning Wealth with Purpose: New Strategies

Family offices have always been about connecting clients with purpose. However, over the past decade, we've witnessed a notable increase in market dollars flowing into impact investing and philanthropy. This surge can be attributed largely to shifting demographics, with more young people and women entering the fold.

As our clients' profiles evolve, so must our strategies for serving them. While impact investing and philanthropy remain popular, we're seeing the emergence of new ideas. Clients are now seeking guidance from their advisors on a range of avenues, from forming peer communities to volunteering time, all aimed at aligning wealth with purpose.

In this session, we'll delve into various strategies and approaches that advisors can adopt to align clients with their values. From strategic philanthropy to gender lens investing and beyond, we'll uncover actionable insights and best practices for fostering meaningful connections between wealth and purpose.

11:40am: Alliance Talks: Elevating Women & Investing 

Alliance Talks is our take on TED Talks. In these mini-sessions, we will highlight a female leader moving the needle for women and girls in the areas of investing, social impact, and leadership. Woven throughout our program, these sessions will give the stage to transformational female leaders.

12:10pm: Networking Lunch

1:25pm: Alliance Updates

1:45pm: The New Face of Family Wealth

This industry historically has served first-generation business owners, typically white males, who wanted to preserve their wealth for generations. Many financial planning approaches, from family meetings to estate planning templates to client events, were made with that client in mind.

As the demographics of the population shift, so will your client base. Future clients may not be part of a traditional nuclear family. They may not have children or want them. Is your firm adaptable enough to effectively serve the next face of “family wealth”, or will you find yourself behind the ball?

We believe firms will rise to the challenge. After all, family offices are built to manage complexity. The more complex the client, the greater the opportunity to prove the value you bring to the table. In this session, we will discuss the new era of family dynamics, how tomorrow's families will be different, and how firms can evolve their client experience to serve them.

2:35pm: Break

2:55pm: Alliance Talks: Elevating Women & Social Impact

Alliance Talks is our take on TED Talks. In these mini-sessions, we will highlight a female leader moving the needle for women and girls in the areas of investing, social impact, and leadership. Woven throughout our program, these sessions will give the stage to transformational female leaders.

3:25pm: Insights to Action: Driving Tangible Results

No matter how much your firm is currently doing to elevate women, there's always room for more. Just as a rising tide lifts all boats, elevating just one more woman can make a significant difference. We firmly believe that all of us – men and women - have room to learn and grow in this area.

To kick off this session, we'll explore new ideas for enhancing the retention, advancement, and engagement of women, including implementation success stories. Following this, we'll engage in group table discussions, focusing on how we can make our personal and professional lives more inclusive. Each group will then share their best ideas through the table QR code to be circulated to all attendees after the event.

4:40pm: Closing Remarks

4:50pm: Networking Reception

6:30pm: Conference Concludes

 

We look forward to sharing more about the program soon. Speakers to be announced!

FWA sets sail on July 31st for our first ever "Dine-Aboard" dinner boat cruise! Join our community for a night of fun and connections before the August 1st Elevating Women event.

Space is limited; first-come, first-served. Only FWA members and family wealth executives are eligible to purchase tickets. Ticket includes boat admission, bar access, and dinner.

 

Note: Attendees will be responsible for their own transportation to and from the marina. Cruise begins boarding at 5pm, leaving promptly at 5:20pm.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Ticket Name Sale Ends Price Quantity
FWA Member
17 Jul 2024
Free
Log In Required
FWA Member (third seat)
17 Jul 2024
$995.00
Log In Required
FWA Strategic Sponsor
17 Jul 2024
Free
Log In Required
Family Wealth Executive (Non-member)
17 Jul 2024
$1,295.00
Sale Opens 01 Jun 2024
7/31: Pre-Con Dinner Cruise
17 Jul 2024
$100.00
Log In Required
Click here to enter your promotional code

01 Aug 2024
8:00am - 6:30pm EDT

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  • InterContinental Boston, 510 Atlantic Ave, Boston, MA 02210
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