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2025 Alliance Summit: The Balancing Act

04 Mar 2025 @ 5:00pm PST
06 Mar 2025 @ 1:00pm PST

Event Details

 

2025 Alliance Summit will explore the natural tensions family office leaders face: balancing customization with scalability, ownership and compensation structures, and outsourcing and partnerships. After engaging sessions led by thought leaders and industry experts, attendees will walk away with renewed confidence to harmonize these competing priorities.

As a members-only event exclusively for executive leadership, Alliance Summit is a unique opportunity to connect with peers who understand these tensions firsthand. Through collaboration and dialogue, we will link insights to strategies that help you navigate complexity in new and better ways. Join us in harnessing the collective experience of our community to thrive in uncertain times.


Family Wealth Alliance Member Firms: You receive two or three complimentary seats at this event, based on your membership level. You must log in to register. If you need assistance, please reach out to events@fwalliance.com.

Not yet an Alliance member? We do not sell tickets to non-members for this event. If you are interested in becoming a member, please contact info@fwalliance.com for more information.

Registration is required and all registrants are subject to approval by The Family Wealth Alliance. Your registration indicates your acceptance of the FWA Event Terms & Conditions, which can be viewed here

Tuesday, March 4

9:00 am – 4:00 pm – Alliance Leader Roundtables
Must belong to an Alliance Leader Roundtable to participate.

 

5:00 pm – Opening Remarks

5:10 pm – Opening Keynote

6:00 pm – Opening Reception
 

Wednesday, March 5

6:00 am – Optional Recreation Activity

8:00 am – Registration & Breakfast

9:00 am – Opening Remarks

9:10 am –  Alliance Outlook

10:00 am – Scaling the Unscalable 

10:50 am Break

11:10 am – FWA Talks: From Segments to Communities

11:40 am – FWA Talks: An Alternative Approach to Inorganic Growth

12:10 pm – Lunch

1:30 pm - Alliance Updates

1:50 pm – Buy, Build, or Partner? 

2:40 pm – Table Discussions

3:20 pm – Recreation

6:00 pm – Dine-Arounds

8:00 pm – Desserts & Drinks After Party
 

Thursday, March 6

8:00 am – Breakfast

9:10 am – Ownership Models: Employees + Clients 

10:00 am – The Career Paths of Tomorrow 

10:50 am – Closing Remarks

11:00 am – Conference Concludes

 

 

 

Thank you to our co-chairs
for helping design this inspiring event!

Katie Berganske-Frank
Clearwater Capital Partners
Beka Kohmescher
Altair Advisers
Mike LaMena
Wealthspire

 
Angela Neumann
Sequoia
Danielle Valkner
PwC Private
 

Rancho Bernardo Inn

17550 Bernardo Oaks Drive
San Diego, CA USA 92128
Website

Tucked away among the rolling hills of San Diego's North County and bounded by a championship golf course and stately private residences, RBI's 265-acre resort is a respite from the mundane. 

Book your room via this link (Note: the room block expires on Monday, Feburary 10th, 2025 but may fill up prior to that date. We recommend booking your accomodations as soon as possible.)

Our room rate for FWA attendees is $379 + taxes and fees.

Check in time: 4pm

Check out time: 11am

The daily hospitality service charge includes the following amenities: 

  • Wireless internet
  • In-room bottled water
  • In-room coffee & tea
  • Activities (yoga, lawn games, etc.)
  • Fitness center access
  • Unlimited driving range use
  • Live entertainment
  • Game room

We highly encourage you book via the weblink; however, for those looking to speak with a reservations agent, please call 844-226-8262 and ask for the Family Wealth Alliance group rate. 

 

The office hours of the reservations department are as follows:

Monday-Friday: 8am- 8pm PST

Saturday & Sunday: 8am-6pm PST

 

Parking: There is a $40 fee per night for each vehicle self-parked and $48 fee per night for each vehicle valet parked at the facility.

Golf: Book your tee time here.

Luxury Spa: Learn more about the spa and book your services  here.
It is recommended to make spa reservations up to four weeks in advance.

Speakers to be announced!

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2025 Alliance Summit: The Balancing Act Login or Join to view tickets

04 Mar 2025 @ 5:00pm PST
06 Mar 2025 @ 1:00pm PST

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  • Rancho Bernardo, San Diego, CA, USA
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