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.


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 complementary seats. 

If you are interested in becoming a member, please contact info@fwalliance.com for more information.

Non-members are welcome to attend for $1,195; $695 for Family Wealth Advisors*.

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 Attendees must register on-line by October 16, 2020 to fully participate in this event.

All registrations subject to approval by The Family Wealth Alliance.

Registration opens soon.


Tuesday, October 20th

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 Gateway


11:00 AM – 12:00 PM

How to Design a Future-Ready Fee Model

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
  • Moderated by Paul J. Ferguson, Managing Director, Relationship Management, Schwab Advisor Family Office


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 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.


5:30 PM

Dine-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. 


11:00 PM – 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 Freidman, Chief Executive Officer, Managing Director, Greycourt
  • Moderated by Kristi Kuechler. Managing Director of Client Relations Vernal Point Advisors


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


7:00 PM

Dine-Arounds (Part 2)  



Thursday, October 22nd

10AM – 11:00PM

Navigating Family Liquidity Events: How to Keep a Fortune

Wealthy families often under-appreciate the inherent risks in important family transitions. Some transitions are common to all families - births, deaths, marriages (and sometimes divorces) - yet affluent families may face higher stakes challenges. Others are unique to ultra-wealthy families, including the sale of the business, generational succession, leadership transition of the family office, and family litigation.


Thoughtfully preparing for these transitions and managing through them to better outcomes can make a significant difference in how a family fares over time. In this session, we will hear from industry leaders with experience in successfully guiding families through transitions.



  • 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


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.


  • Drew McMorrow, President & CEO, Ballentine Partners
  • Gemma Leddy, Partner-in-Charge, PKF O'Connor Davies Family Office

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.  


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.

12:00 PM

Conference Concludes


1:00 PM – 3:00 PM

Roundtables (by invitation only)



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.

  • Navigating Family Dynamics
  • Differentiating Your Practice:Winning Clients with Content
  • 10 Cybersecurity Tips in 10 Minutes
  • Aging Clients: Concerns, Solutions & Strategies
  • Art Appraisal: What to Know and Who to Call
  • Dealing with Addiction
  • Climate Change and Investments
  • Lifestyle Risks of Your Clients
  • Family Office Staffing and Compensation Best Practices
  • Property Management: What to Know and Who to Call
  • Private Equity Zombie Investments: What to Do with Underperforming Legacy PE?
  • Philanthropy in a COVID World: How/Where to Make the Greatest Impact?
  • Are Opportunity Zones Still Relevant Today?
  • The Power of Storytelling to Build Your Business
  • Private Aviation Pros and Cons
  • P&C Insurance: Best Practices for UHNW Families


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

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. 










Ticket Name Sale Ends Price Quantity
Family Wealth Advisor
23 Oct 2020
Sale Opens 01 Sep 2020
General Admission
23 Oct 2020
Sale Opens 01 Sep 2020
Click here to enter your promotional code

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

Google Calendar

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 website: www.NASBARegistry.org.​