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Event Details


Thriving in Extraordinary Times

A Virtual Experience

2020 Alliance Fall Forum | October 20-23

The world around us is chaotic, but we are on a path forward. Without knowing exactly where we will end up, how can we remain resilient and continue thriving in the years ahead? Join us at the Virtual 2020 Alliance Fall Forum to hear fresh perspectives and transformative solutions for how advisors can adapt and plan in the midst of uncertainty.



Register by October 1st to receive a Full-Access Pass

A Full-Access Pass guarantees your inclusion in special programming, customized networking, and event promotions. Attendees that register after October 1st are not guaranteed access to the full event program.


26 thoughtful sessions

Fun networking opportunities

Young Professional Awards

13 Continuing Education credits

Strategically matched peer connections

You don’t want to miss this event!


Who Should Attend?

Family Wealth Alliance members are allowed unlimited complimentary seats. If you are interested in becoming a member, please contact for more information.

Non-members are welcome to attend for $1,195; $695 for Family Wealth Advisors. The Family Wealth Alliance defines a Family Wealth Advisor to be any individual employed by an MFO, SFO, RIA, Ext. CIO, trust company, law or accounting firm and serving private clients

Advance registration is required. All registrations subject to approval by The Family Wealth Alliance.

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


Family Wealth Alliance members are allowed unlimited complimentary seats! 

You must login to register for this event as a member.

If you need assistance  please reach out to Brooke at 

Tuesday, October 20th

9:45 AM - 10:00 AM

Opening Session

  • Tom Livergood, Founder and CEO, The Family Wealth Alliance
  • NancyAnn Akeson, President, Total Personal Services

10:00 AM – 11:00 AM

Alliance Research Report: 2020 Fees & Pricing in Family Wealth Study

This study, last conducted in 2015, aims to capture the state of fees and pricing in the family wealth industry, broadly defined: methodologies, best practices, evolving trends, and issues of most impact to family wealth firms.


Presented by:

  • Tom Livergood, Founder and CEO, The Family Wealth Alliance
  • David Lincoln, Co-Founder & Partner, WISE

This session qualifies participants for 1 CPE credit and 1 CFP credit.   
Field of Study: Business Management & Organization (CPE); General Principals of Financial Planning (CFP)


11:00 AM – 12:00 PM

Top Leaders Discuss Fees & Pricing in their Businesses

On the heels of the 2020 Fees & Pricing in Family Wealth Study report, a panel of family wealth executives elaborate on their current fee structure, what is working, and what they anticipate the fee model will be for the future wealth management firm.



  • Shannon M. Kennedy, Global President, BMO Family Office
  • Jack Thurman, Managing Partner, President, BKD Family Office
  • Scott Horn, President, TFO Phoenix 
  • Moderated by Paul J. Ferguson, Managing Director, Relationship Management, Schwab Advisor Family Office

This session qualifies participants for 1 CPE credit and 1 CFP credit.   
Field of Study: Business Management & Organization (CPE); General Principals of Financial Planning (CFP)


12:00 PM – 1:00 PM

Break for lunch


1:00 PM – 2:00 PM

Peer Matches

Attendees will be hand matched by the Alliance for three one-on-one virtual discussions with peers. With over 15 years of experience making thoughtful connections, we encourage attendees to attend their matched meetings and explore common interests, hobbies, experiences, and backgrounds.  


2:00 PM – 3:00 PM











Building & Maintaining a Best-in-Class Family Wealth Firm

Any successful business is built on a solid foundation. In this industry, that foundation is made up of your clients and service offering. From there, firms build out effective acquisition techniques, strategic alliances, and business management principles to allow them to thrive.


In this session, we will talk with leaders from three best-in-class family offices about how they got there. Topics covered will include:

  • Building a team – compensation structure
  • Deep and meaningful client connections
  • Articulating value
  • Service models
  • Systems and processes



  • Rob Francais, Partner, Chief Executive Officer, Aspiriant 
  • Kathy Lintz, Partner, Managing Member, Matter Family Office
  • Leslie Voth, President, Chief Executive Officer, Pitcairn
  • Moderated by Jamie McLaughlin, Founder, Chief Executive Officer, J. H. McLaughlin & Co.

This session qualifies participants for 1 CPE credit.
Field of Study: Business Management & Organization


5:30 PM

Wine-Arounds (Part 1)




Wednesday, October 21st 

10:00 AM – 11:00 PM

Outcome Scenarios of the 2020 Election

COVID-19 and an uncertain economy have added complexities to an already volatile landmark election. Ahead of the November vote, advisors and clients will be hard-pressed to find an overview of outcome scenarios through a non-partisan lens. This session will offer a lighthearted, genuine, and robust account of the impact this election may have on you, your clients, and the family wealth industry. 

Dr. Lori Esposito Murray, President, Committee For Economic Development, The Conference Board

Craig J. Coffey, JD, Senior Vice President - Private Bank, TriState Capital 


11:00 AM – 12:00 PM

Investing in 2021: An Uncertain Path Ahead

While multi-generational families theoretically invest for the long term, the intermediate term looks risky and unclear. How are investors of family capital positioning portfolios for the impact of a global pandemic (V, W or L shape recovery) and a potentially historic election? Families recognize there will be significant winners and losers that arise from economic dislocations - how are sophisticated investors seeking opportunity and managing risk during these uncertain times?



  • Jack Ablin, Chief Investment Officer, Cresset Capital 
  • Greg Friedman, Chief Executive Officer, Managing Director, Greycourt
  • Moderated by Kristi Kuechler. Managing Director of Client Relations, Vernal Point Advisors

This session qualifies participants for 1 CPE credit and 1 CFP credit.   
Field of Study:  Finance (CPE); Investment Planning (CFP)


12:00 PM – 1:00 PM

Break for lunch


1:00 PM – 2:00 PM

Peer Groups

Our most popular event at the Forum! During peer groups, attendees are pre-assigned to hand-selected peer groups of up to 10 people to discuss a wide array of industry issues.


2:00 PM – 3:00 PM

COVID-19 & Election Year Wealth Transfer Strategies

Depressed prices, lower interest rates, and an election year: these economic shake-ups are creating unique wealth transfer opportunities for advisors and their clients. In this session, we will discuss adaptive solutions for private clients. This discussion will include strategies on:

  • Estate and wealth transfer planning
  • Depressed valuations
  • Low interest rates
  • What should be done now vs. post-election
  • Scenario planning depending upon election results



  • Jere Doyle, Senior Vice President & Estate Planning Strategist, BNY Mellon Wealth Management
  • Amy Lonergan, Partner, Estate & Tax Planning, Day Pitney
  • Dan Rahill, Managing Director, Wintrust Wealth Services
  • Moderated by Todd Eckler, Chief Marketing Officer, Executive Director, Fiduciary Trust Charitable

This session qualifies participants for 1 CPE credit and 1 CFP credit.   
Field of Study: Taxes (CPE); Estate Planning (CFP)


7:00 PM

Wine-Arounds (Part 2)  



Thursday, October 22nd

10AM – 11:00AM

How to Keep a Fortune: Navigating High-Stakes Family Transitions

Some transitions are inherently more disruptive than others. Some have the potential to be positive transitions, but lack of planning can have catastrophic results for families. Thoughtfully preparing for family transitions and effectively managing through them will make a significant difference in client longevity.


  • Dr. Jim Grubman, Consultant, Speaker, and Educator, Family Wealth Consulting
  • Paul Morelli, Managing Partner, Vernal Point Advisors
  • Moderated by Katherine Dunlevie, Executive Vice President. Managing Director, Synovus Family Office

This session qualifies participants for 1 CPE credit and 1 CFP credit.   
Field of Study: Specialized Knowledge (CPE); General Principals of Financial Planning (CFP)


11:00 AM – 12:00 PM

Adjusting to the New Normal & Planning for the Future

COVID-19 has flipped everything on its head – how are firms adjusting now, six months later? Hear from an all-star panel of family wealth executives discussing the myriad considerations involved in running a firm during this pandemic, including bringing employees back to the office, contingency plans, restructuring, evolving policies, and the virtual client experience.


  • Gemma Leddy, Partner-in-Charge, PKF O'Connor Davies Family Office
  • Drew McMorrow, President & CEO, Ballentine Partners
  • Kara Pass, President & CEO, Market Street Trust Company
  • Moderated by NancyAnn Akeson, President, Total Personal Services

This session qualifies participants for 1 CPE credit.
Field of Study: Business Management & Organization


12:00 PM – 1:00 PM

Break for lunch


1:00 PM – 2:00 PM

Peer Matches

Attendees will be hand matched by the Alliance for three one-on-one virtual discussions with peers. With over 15 years of experience making thoughtful connections, we encourage attendees to attend their matched meetings and explore common interests, hobbies, experiences, and backgrounds.


2:00 PM – 3:00 PM

Diversity in Family Wealth: Hiring the Future Advisor

The role of the financial advisor may look more like a financial therapist than a financial planner. Firms will need to use this new lens for recruiting talent – focusing on advisors more interested in helping vs. selling.

Couple this with the new attention on diversity in this country – how can firms ensure they are hiring diverse candidates while using this new lens? In this session, we look at what firms can do now and how we can increase the number of diverse candidates in family wealth.  


  • Eryn-Ashlei Bailey, Chief of Staff, Ballentine Partners
  • Samantha Grant, Consultant, Marquette Associates, Inc.
  • C. Ramel Strong, Senior Associate, Diversified Trust
  • Moderated by Allison Pittman, Managing Director, US Inclusion & Diversity, CIBC

This session qualifies participants for 1 CPE credit.
Field of Study: Personnel/Human Resources



Friday, October 23rd

10:00 AM – 11:00 AM

Young Professionals Awards Ceremony

Tune in for our live award ceremony honoring 2020’s top young professionals in family wealth. The Young Professionals Awards are a way for The Family Wealth Alliance to spotlight the industry's rising stars who have demonstrated success in their careers and made significant contributions to the industry.


11:00 AM – 12:00 PM

Young Professionals Report Briefing and Panel

The Alliance will share the findings from our Young Professionals Report, followed by a panel of winners elaborating on the experiences, opportunities, and burdens of being an up-and-coming advisor in family wealth.


  • Adrian M. Schau, Client Advisor, Vice President, 1919 Investment Counsel
  • Annie McCauley, Senior Vice President, Family Wealth Department Chair, Sequoia Financial Group
  • Justin Gullman, Advisor, Gresham Partners
  • Moderated by Nikki Michelini, Consultant, Partner, Aspiriant

1:00 PM - 2:00 PM

Young Professionals Network Peer Groups

Join the discussion on building a network of young professionals in family wealth. Discover solutions, discuss ideas, share insights, and help shape the young professionals network forming at The Alliance


2:00 PM

Conference Concludes


CFP® certification: This program will be submitted to the CFP Board for review. The Alliance will report attendance on your behalf to the CFP Board approximately two weeks after the event. The required fields on the signature sheet for each session must be complete and accurate to obtain credit.  


CPE® certification: The Family Wealth Alliance is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 


Attendees must sign-in and stay the entire session to obtain credit for each qualified session. All qualified sessions meet the following requirements (Additional information is listed under each session in the agenda).

Knowledge Level: Entry 

Prerequisites: None 

Advance Preparation: None 

Delivery Method: Group Live (virtual due to COVID-19)

Who Should Attend: Family wealth executives seeking insights into challenges and opportunities of serving private client


Refund policy: Partial refunds of payment will be offered if the cancellation is made in writing to The Family Wealth Alliance, five (5) or more business days prior to the start of the event. For more information regarding complaints or administrative policies, please call 312-248-8820.



All times listed are in central. Session content, speakers, and times subject to change.

On-Demand Sessions

The following sessions are expected to be available to all attendees on-demand to watch during the Forum at your convenience. Each session is under 30 minutes and presented by industry experts.


Family Emergency Planning in An Age of Uncertainty: Lessons Learned and Best Practices for The Future

Mike White, Senior Vice President, Practice Lead, Private Client + Family Office Services, Hillard Heintze

The COVID-19 pandemic has taught the country – and the world – many lessons about being prepared for even the most unexpected. For our clients, the pandemic emerged as a wave of uncertainty quickly uprooting their normal lives and businesses. Now, as we emerge from health and safety restrictions, uncertainties surrounding the pandemic and, more recently, civil unrest, still hold the country in its grip which is why continued vigilance and planning is so necessary. Join private family and family office security experts from Hillard Heintze as they discuss critical lessons learned during the pandemic and the security best practices every family should have in place moving forward.

Topics will include:

  • Residential and cyber security lessons learned during the height of the pandemic
  • Real-life case studies of how families who were prepared responded compared to those who were not
  • Residential and personal security best practices that should be implemented for the future


Private Clients and Dealing with Addiction

Diana Clark, Chief of Clinical Operations, O'Connor Professional Group

Whitney Johnson, Director of Marketing, O'Connor Professional Group

Addressing the Elephant in the Room: Addiction, mental health challenges, and other behavioral health issues are often referred to as “family diseases,” meaning that one individual’s diagnoses and consequent behaviors can overwhelm a family system like a force of nature that cannot be stopped. The assets shared within wealthy families (e.g., a family business) add a layer of complexity to an already confusing and crisis-driven situation. Families are not only attempting to access appropriate clinical treatment for loved ones, but they are also tasked with determining how to protect their assets.

Join Diana Clark, Chief Clinical Officer at O’Connor Professional Group, and Whitney Johnson, Director of Marketing at O’Connor Professional Group, for a conversation that will address the following topics:

  • How to recognize potential issues with clients and families, and what criteria to use in determining whether and how to intervene?
  • Determining whether and how to raise concerns as a family advisor
  • Balancing the clinical needs of the individual with the business needs of the
  • enterprise
  • What resources and tools should advisers be aware of for assisting families in sensitive situations?


COVID-19 Update & What Still Makes Sense

Chris Sidford MD, Founder & Medical Director, Black Bag

Dr. Chris Sidford is back to provide an update on all things COVID-19: what are the risks, what is the vaccine, and how can we continue to remain safe. Chris will be available during the entire event to respond to any questions posted on this session.


Property Management: What to know and who to call

Teresa Leigh, Owner and Founder, Teresa Leigh Household Management

In this session, property management expert Teresa Leigh will walk us through the eight different property management options for private clients, what you should consider for each option, and how to choose.

Topics covered include:

  • Understanding the trends in private client property management
  • Domestic and property staff positions & risks, including a new position Chief of Properties, and establishing a chain of command
  • Vendor management risk, best practices, and how to accurately evaluate expenses


Build Stronger Client Relationships:

Practical Steps for Wealth Advisors to Address Clients’ Legacy Private Investments

Tim F. Wray, Co-Founder, Principal, V3 Limited

Todd A. Kellerman, Co-Founder, Principal, V3 Limited

This video is for wealth advisors and their clients with legacy private investments seeking to gain the visibility that general partners and institutional investors use to achieve greater returns.

We understand the growing risk legacy private investments present and how valuable it can be to seamlessly integrate such investments into the strategic wealth planning and portfolio construction process.

Wealth advisors need a trusted strategy to address their clients’ and prospects’ growing legacy private investment portfolio. The challenge is that many of these direct investments in real estate and operating companies, as well as private funds, are inherited or made directly by clients or through a legacy financial advisor.  Though considered “off-platform”, ongoing guidance is needed to help clients better understand how their legacy investments are performing – and more importantly – will perform.  What these clients require, and often do not have, is critical insight that delivers actionable information to support their decision-making process.

In this short video, the founders of V3 Limited will identify what wealth advisors and their clients can do to address risks and opportunities presented by legacy private investments including:

  • Cash flow forecasts for improved strategic planning
  • Actionable information that delivers critical insights to support decision-making
  • A single view of all legacy private fund and private direct investments
  • Asset class and vintage benchmarking to accurately measure and predict performance


Philanthropy in Our Overturned World

Caren Yanis, Principal, Croland Consulting

Many families and donors around the world have pivoted their giving strategies to focus on the COVID-19 pandemic, our current social unrest, and the effects of the economic downturn. Giving by foundations and individuals needs to remain responsive, engaged, and nimble. The question is how can private families and/or their private foundations continue to make a difference, and how should family wealth firms be advising their private families given the myriad needs in these extraordinary times?


How to Hook Your Audiences From the Get Go!

Park Howell, President, Business of Storytelling

Most purpose-driven professionals communicate and care, but they don't effectively connect with their audiences to move them to action. They lead with logic when emotion is the trigger.

In this interactive 30-minute training session, you will learn the primal power of the ABT (And, But & Therefore) narrative framework that is irresistible to the problem/solution function of our mind. This pervasive but little-known story structure will evolve you from an intuitive to an intentional storyteller helping you hack through the noise and hook the hearts of your prospects and clients.

Follow along with your What's Your Story? field guide to begin crafting your ABTs. That way you can put them immediately to work for you to clarify your story, amplify your impact and simplify your life.


What sets you apart as an advisor and a practice?

Skills to maintain multigenerational clients and attract new ones.

Katie Spencer, Founder and President, Northbound Consulting

The vast majority of next-generation inheritors are firing their parent’s advisors. 

Advisors are not expanding their skillsets to effectively address evolving client needs and demands, nor the research-based factors that influence wealth retention and wellness. 

This video is a brief introduction to how you can differentiate yourself and become one of the few advisors who not only keeps the next-generation, but also attracts new business.

After watching this video, consider signing up for our 2021 Adivsing the Next-Generation Certification or integrating our trainings into your team meetings.


Other on-demand sessions include:

Best practices of P&C Insurance for UHNW families, AIG

Family Office staffing and Compensation Best Practices, Neil Kreuzberger, Founder & CEO, Kreuzberger & Associates

Climate Change and Investments, Syntax

Art Appraisal: What to know and who to call, Randy Foreman, COO, Asset Verification


Recreational Sessions On-Demand

Strength Training

Instructor: Elle Bandy


Instructor: Linsey Friedman


Instructor: Arlene Bass, Body Evolve Pilates



Leslie Voth
Rob Francais
Kathy Lintz
Matter Family Office
Drew McMorrow
Ballentine Partners
Gemma Leddy
PKF O'Connor Davies Family Office
Greg Friedman

Lori Murray

The Conference Board

Annie McCauley

Sequoia Financial Group

C. Ramel Strong

Diversified Trust

Kristi Kuechler
Vernal Point Advisors
David Lincoln
Jamie McLaughlin
J. H. McLaughlin & Co.
Dan Rahill
Wintrust Wealth Services
Shannon  Kennedy
BMO Family Office
Jim Grubman
Family Wealth Consulting
Katherine Dunlevie
Synovus Family Office
Paul Morelli
Vernal Point Advisors
Jack Ablin
Cresset Capital
Paul Ferguson
Schwab Advisor Family Office
Scott Horn
TFO Pheonix
Jack Thurman
BKD Family Office
Amy Lonergan
Day Pitney
Todd Eckler
Fiduciary Trust Charitable
Jere Doyle
BNY Mellon Wealth Management
Adrian Schau
1919 Investment Counsel
Justin Gullman
Gresham Partners
Samantha Grant
Marquette Associates

Eryn-Ashlei Bailey

Ballentine Partners

Nikki Michelini


Kara Pass

Market Street Trust Company

NancyAnn Akeson
Total Personal Services
Tom Livergood
The Family Wealth Alliance

Thank you to our event co-chairs. 

Katherine Dunlevie

Executive Vice President. Managing Director

Synovus Family Office


Kristi Kuechler

Managing Director of Client Relations

Vernal Point Advisors


Adam Newell

Partner, Director of Consulting

DiMeo Schneider & Associates


Jack Thurman


BKD Family Office



Thank you to our Alliance Partner Firms for their unwavering support. 













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19 Oct 2020
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20 Oct 2020 @ 10:00am CDT
23 Oct 2020 @ 12:00pm CDT

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Continuing Education

Attendees are eligible to earn up to 8 CPE and 5 CFP credits at this event. 

We partner with expert practitioners in finance, accounting, law and a range of industries that cater to wealth management professionals to offer real-world, practical education that qualifies for continuing education credits.

CFP Certification

Sessions approved for CE credit by the CFP Board will be reported 1 week after the live event and is based on your full attendance. It typically takes 2 weeks for the course to be added to your CFP Board account.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CPE Certification

CPE credits are awarded in 1 credit increments where specifically noted. All qualifying sessions run 50 minutes. Following prepared remarks, panelists will engage in a Q&A with the audience to reinforce material covered during the session. ​

The Family Wealth Alliance is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its​