2026 Alliance Summer Gathering: Further Together

Further Together is a cross-generational conversation between current executives and emerging leaders on how to design, sustain, and evolve high-performing family office teams. 

In the face of the most complex labor landscape in history (with five different generations trying to navigate shifting work environments, resolve conflicting expectations, and adjust to new ways of connecting and staying engaged) we owe it to our teams and clients to co-create a sustainable, generation-spanning vision for the family office of the future.

This highly interactive program will explore the characteristics of an ideal family office employee, career paths, training and mentoring, team structures and client team dynamics, and the cultural practices that build belonging and ownership. 

In the spirit of celebrating multiple generations, this event will kick off the evening of July 21 with the 2026 Alliance Young Professionals Awards Ceremony and Keynote Dinner honoring the industry's rising stars who have demonstrated success in their careers and made significant contributions to the industry. 

By incorporating cross-generational perspectives, Further Together will cultivate a cohesive sense of purpose and inspire more authentic teamwork, where learning flows from all directions rather than only top-down. 

Firms are encouraged to register cross-generational attendees, providing the opportunity for insights to be translated together into next steps.
 

Who Should Attend?

• FWA membership includes two or three seats to this event based on membership level. FWA members can purchase additional seats for $1,495. You must login to register for this event as a member. If you need assistance, please contact events@fwalliance.com.
• Non-member Family Wealth Executives are welcome to attend for $1,495. The Family Wealth Alliance defines a Family Wealth Executive to be any individual employed by an MFO, SFO, RIA, trust company, or law or accounting firm that offers family office services to private clients. Please note: If you do not qualify per this definition, your ticket will be refunded.
• Non-sponsor solution providers are not permitted to attend this event.

Summer Gathering registration INCLUDES the Young Professionals Awards Ceremony and Keynote Dinner on July 21. Separate tickets for only the Awards Ceremony and Keynote Dinner are not available.

Not yet an FWA member? 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.