On July 15-16, 2025, we invite you to join us in Boston for an Alliance Summer Gathering that will challenge – and ultimately elevate – your approach to family wealth management. The New Face of Wealth: Understanding RisingGen Clients is a deep dive into the dawn of a new era in our industry. Get ready to explore how global events and meta-economics are fundamentally altering family dynamics, resulting in not just demographic changes, but real paradigm shifts already reshaping the way family offices operate.
Unpacking the unique needs and aspirations of the rising generation, next-gen clients will offer a firsthand account of what services and support they value most, giving you a clear roadmap to align your offerings with their expectations. Experts will unravel the complexities of generational differences, presenting concrete advice on how to bridge the gap between older and younger family members. And industry-leading firms will share their approaches to crafting resonant, future-forward client experiences.
From onboarding processes to trust-building to understanding the diversity of the next generation, this event is your strategic and tactical roadmap. Join us as the sun rises on a new generation of wealth and be part of a dialogue that will shape the future.
We can't wait to see you there!
Event Co-Chairs
Thank you to our event co-chairs for their support planning this event:
- Colin Brooks, Vice President and Trust Officer, Sawmill Trust
- Amy Castoro, President & CEO, The Williams Group
- Jennifer Chan, Wealth Advisor and Employee Owner, LNW
- Ella Chase, Co-Founder, WellthWorks
- Amy Hart-Clyne, Chief Knowledge and Learning Officer, Pitcairn
- Alex Kirby, Founder & CEO, Total Family
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Who Should Attend?
Only FWA members and family wealth executives are eligible to purchase tickets to the dinner cruise, subject to availability. |
To view the Event Policies and Attendee Release Agreement, please click here.
If you are interested in becoming a member, please contact info@fwalliance.com for more information.
We are looking forward to hosting the 2025 Alliance Summer Gathering: The New Face of Wealth at the Boston InterContinental Hotel.
We sincerely ask that you book your room accommodations through our rooming link, not alternate booking sites.
Visit our online booking page, or call the InterContinental 866-378-0533 to book over the phone.
If you are booking online and asked for a Group Rate code, enter FWA to access our discounted event rate of $396/night (+ tax). If you are calling, please mention The Family Wealth Alliance to take advantage of the group discount.
A few important notes:
- Please use Google Chrome to access the booking site.
- The room block will close on June 23rd, but may sell out beforehand. Please book your accommodations as soon as possible.
Full agenda and speakers coming soon!
Tuesday, July 15
5:00pm: Dine-Aboard: Cruise & Connect
(pre-registration is required)
Wednesday, July 16
7:45am: Registration & Breakfast
9:00am: Welcome Remarks
9:10am: How Global Events Shape Family Dynamics
10:10 am: FWA Talks
10:30 am: RisingGen Clients: What Do They Want?
11:20 am: Table Discussions
12:00 pm: Lunch
1:15 pm: Alliance Updates
1:30 pm: Bridging the Gap: Understanding Generational Differences
2:20 pm: Break
2:40pm: Crafting Client Experiences for the RisingGen
3:30 pm: FWA Talks
4:00 pm: Closing Remarks
4:10 - 6:00 pm: Reception
Full agenda and speakers coming soon!
FWA sets sail on July 15th for a "Dine-Aboard" dinner boat cruise! Join our community for a night of fun and connections before the 2025 Summer Gathering: The New Face of Wealth begins on July 16th.
Space is limited; first-come, first-served. Only FWA members and family wealth executives are eligible to purchase tickets. Ticket includes boat admission, bar access, and dinner.
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When
Location
- 510 Atlantic Ave, Boston, MA 02210, USA
