Alliance Summit

03 Feb 2020 @ 9:00am MST
05 Feb 2020 @ 1:00pm MST

Event Details

We are pleased to welcome you to the 10th Annual Alliance Summit taking place February 3-5 at the Arizona Biltmore in Phoenix, Arizona. 

The Summit is an exclusive gathering of family wealth firm c-suite executives who meet to address the strategic challenges and opportunities of running a family wealth business today.   The event is complimentary for family wealth firm members thanks to the generous support of our Partner Co-Host firms.  To learn more about becoming a member or partner firm, please click here.

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

Alliance members and partners please login to the member portal to register. 

Full program coming soon....

Thank you to our event co-chairs who have helped shape the content for this event! 

Scott Horn


TFO Phoenix

Lisa Olson

Senior Vice President

Whitnell & Company

Bill Woodson

Executive Vice President

Boston Private





















Arizona Biltmore 

2400 East Missouri Avenue, Phoenix, Arizona, United States, 85016


To book a reservation, please use one of the following options:

  • Call (800) 950-0086 directly to speak with a reservations agent and reference the Alliance Summit room block
  • Use the online Passkey Link ALLIANCE SUMMIT BOOKING LINK

Our room rate is $395. All guest rooms must be guaranteed by a one-night deposit, which is fully refundable up to 3 days prior to arrival, after which they are non-refundable.

Our room block expires on January 16th 2020. Any guest rooms not reserved by this date will be released back to the hotel as general inventory.  

Ticket Name Sale Ends Price Quantity
Alliance Summit Login or Join to view tickets

03 Feb 2020 @ 9:00am MST
05 Feb 2020 @ 1:00pm MST

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Continuing Education

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:​