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 family office career paths, cross-generational perspectives on leadership, 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.
We look forward to hosting the 2026 Alliance Summer Gathering at the Boston InterContinental Hotel.
Please use this link to book your room. Note: The $39 per night Amenity Fee (Resort Fee) will be waived at check-in if you book in our block.
If you are booking online and asked for a Group Rate code, enter FXY to access our discounted event rate of $399/night (+ tax).
Call-in reservations are available by calling the reservation line (1-877-666-3243) and mentioning the "Family Wealth Alliance 2026" or Group Booking Code FXY
The room block will close on June 26th, but may sell out beforehand. Please book your accommodations as soon as possible.
Please use Google Chrome to access the booking site.
Session details and speakers coming soon. The program will cover: family office career paths, cross-generational perspectives on leadership, training and mentoring, team structures and client team dynamics, and the cultural practices that build belonging and ownership.
Tuesday, July 21
9:00 am – 4:00 pm: Alliance Connects meetings (separate registration required)
5:00 pm: Registration & Summer Gathering Welcome Reception
6:00 pm: Summer Gathering Keynote Dinner featuring the 2026 Young Professionals Awards Ceremony
Wednesday, July 22
7:30 am: Breakfast
830 am: Opening Remarks
8:40 am: Listening In The Age of Interruption
In today’s hyper-connected, always-on workplace, we are consuming more information than ever - yet feeling increasingly disconnected. Professionals multitask through meetings, skim messages for headlines, and listen at 2x speed in the name of efficiency. This rise of “extractive listening,” to capture data points rather than truly understand, comes at a real cost: trust erodes, relationships weaken, and people feel unseen at work.
This interactive session explores how the future of work is deeply human, and it starts with how we listen. Attendees will explore how intentional listening strengthens intergenerational relationships, improves collaboration in hybrid environments, and serves as a foundation for engaged, resilient, people-first teams. By bridging individual listening behaviors with organizational culture, this session will equip leaders and teams to reconnect in an age of constant interruption.
9:35 am: How to Design a High-Performing Team
An effective client team must be structured to operate efficiently on an internal level while providing the tailored services and relationships required by UHNW clients. When you add in the realities of evolving client expectations, remote and hybrid environments, and a workforce spanning up to five generations, designing the ideal team model is an increasingly complex endeavor.
This panel features industry leaders who are intentionally redesigning team structures, equipping employees to serve clients at the highest level. Panelists will explore how roles, responsibilities, decision‑making, and collaboration models are evolving, as well as which changes have made the greatest impact at their firms.
10:25 am: Break
10:45 am: Community Spotlight: Creating & Supporting Clear Career Paths
Equal parts story and case study, Community Spotlights are 30-minute sessions that allow you to learn directly from a peer leader in the FWA community who will share the evolution of an idea from concept to execution. By spotlighting solutions that turn family office obstacles into opportunities for innovation, they will inspire attendees to tackle their own challenges in a creative way.
The most ambitious talent is thinking long-term. Firms that fail to articulate a clear path forward for their team risk losing high performers to organizations that do. This session highlights how one member firm strategically assessed their talent, team structure, and future needs to design distinct career paths and define core competencies across roles. This conversation will explore how formalizing expectations, development milestones, and progression pathways strengthened their talent pipeline, increased employee retention, and improved alignment across the firm.
11:40 am: Table Discussion: Intentional Employee Experiences
12:20 pm: Networking Lunch
1:30 pm: Alliance Updates
1:45 pm: Leadership Redefined: Focusing on Talent, Feedback, and Resilience
Your relationship with your supervisor is arguably the most significant factor affecting your job satisfaction. According to a 2021 Gallup study, managers influence team engagement and performance more than any other factor. Ineffective managers undermine team morale, become barriers to productivity, and increase employee turnover. Yet demonstrated management capability often comes second to tenure, subject matter expertise, or partnership status when firms are assigning people leadership responsibilities.
This session invites multi-generational leaders to share frank reflections on what it means to be a successful manager and how they are refining their leadership style in the face of changing talent expectations. We’ll explore how their firms identify potential leaders, evaluate management effectiveness, and invest in training and support to help supervisors lead their teams well. The discussion will reveal practical approaches to building stronger people leaders who can develop talent, give actionable feedback, and contribute to high‑performing, resilient teams.
2:35 pm: Break
2:55 pm: Community Spotlight: Lessons From an Impactful Mentor Program
Equal parts story and case study, Community Spotlights are 30-minute sessions that allow you to learn directly from a peer leader in the FWA community who will share the evolution of an idea from concept to execution. By spotlighting solutions that turn family office obstacles into opportunities for innovation, they will inspire attendees to tackle their own challenges in a creative way.
Implementing an internal mentorship program is a strategic opportunity to foster cross-generational connections and strengthen networks within our firms. However, scaling these initiatives to ensure every pairing delivers positive impact requires thoughtful design and execution.
In this session, we will hear from a firm that successfully engineered and implemented a high-performing mentoring program. Attendees will gain strategic insights and learn practical, replicable frameworks they can leverage to establish or improve their own mentoring initiatives.
3:25 pm: Cultivating Culture: From Values to Behaviors
Workplace culture is shaped by everyday decisions: how people are supported, how work is recognized, and how teams connect and grow together. While leadership plays a critical role in setting a firm’s cultural direction, sustaining that culture requires buy-in across the firm.
This candid conversation between two leaders who are tasked with translating their firms’ values into real behaviors will highlight how investing in culture is the cornerstone of high-performing teams and thriving firms.
4:15 pm: Report out & Closing Remarks
4:30 pm: Conference concludes
Event Co-Chairs
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| Laura Carr Chief People Officer HB Wealth |
Kevin Casey Managing Director of Corporate Development & Strategy Pathstone |
Hollis Dana
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Michelle Knight
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Matt Shaia
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Sarah Simmer |
List of speakers coming soon!
Kicking off the 2026 Alliance Summer Gathering, the evening of July 21 will also feature recognition of the 2026 Alliance Young Professionals Awards winners. The 2026 Alliance Young Professionals Awards honor the industry's rising stars who have demonstrated success in their careers and made significant contributions to the industry.
Summer Gathering registration INCLUDES the Alliance Young Professionals Awards Ceremony and Keynote Dinner. Separate tickets for only the Awards Ceremony and Keynote Dinner are not available.
When
Location
- InterContinental Boston
