Successful family offices know the delivery of a superlative client experience is non-negotiable. But preserving the unique experience that sets you apart from the competition takes an enormous amount of individualized time and attention. As demand for family wealth services increases, how can you sustainably take on additional clients without jeopardizing your existing experience? Join us in Denver on June 11 to discuss best practices for maintaining best-in-class service during periods of growth.
Alliance Regionals deliver educational programming against a backdrop of peer-to-peer exchange for wealth management professionals in markets nationwide. To foster an intimate atmosphere that encourages networking among fellow professionals, attendance is limited. Please register early to ensure your place at this event.
Who should attend: This is an event for wealth management professionals and Alliance Member and Partner firms.
Are you a Member or Partner firm of Family Wealth Alliance? Members and Partners receive two complimentary seats to attend. Member and Partner registrations made within 7 days of the event are not guaranteed. Please log in to access your complimentary tickets.
Are you a Wealth Management Professional1? Please join us! Seats may be purchased below.
1Family Wealth Alliance defines wealth management professional to be any individual serving HNW or UHNW clients and employed by an MFO, SFO, RIA, External CIO, law firm, or accounting firm.
Please note: All registrations are subject to Alliance review and approval. Your registration is not complete until you receive a confirmation email.
By completing a registration request, I understand that my conference registration is subject to review by The Family Wealth Alliance (The Alliance) and The Alliance has the right to cancel it at any time. If my registration request is canceled or refused for any reason, I will be contacted by The Alliance in advance of the conference and any paid registration fees will be reimbursed.