ON-DEMAND WEBINAR SERIES

Best-in-Class Firm

Building & Maintaining a Family Wealth Firm

Any successful business is built on a solid foundation. In this industry, that foundation is made up of your team, clients, and owners. Successful firms find a way to balance those three components.

Building off our popular session at the 2020 Fall Forum, this webinar series will dig deep into the variables of building a successful family wealth firm.

1. December 8: Fees & Pricing in Family Wealth
2. January 12: The Family Office Tech Stack
3. January 26: Virtual Client Acquisition
4. February 9: Hiring & Developing Your Team
5. February 23: Sustainability: Succession & Growth
6. March 9: Service Models & Outsourcing
7. March 23: Voice of the Client & The Client Experience

All episodes begin at 1pm CT

This series is produced in association with Schwab Advisor Services 

Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading and support services of Charles Schwab & Co., Inc. (Schwab), member SIPC .

Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.

This is a sponsored feature developed by Family Wealth Alliance and supported by Charles Schwab.

Family Wealth Alliance is not affiliated with The Charles Schwab Corporation.

Family Wealth Alliance will share your information with Sponsor, Charles Schwab & Co., Inc. Schwab may use it to contact you and to send you additional insights from Schwab Advisor Services™. Read about privacy at Schwab at www.schwab.com/privacy.

©2020 Charles Schwab & Co., Inc. (“Schwab”). All rights reserved. Member SIPC .

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