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The Family Wealth Alliance posted an articleCrafting Client Experiences for the Rising GenPeer firms share how they uniquely serve the rising gen.
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The Family Wealth Alliance posted an articleRising Gen Clients: What Do They Want?A panel of rising gen UHNW clients share what is most important to them in an advisor.
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The Family Wealth Alliance posted an articleStrengthening Generational Connections: Tools Advisors Can Use TomorrowThis session introduces practical, conversation tools to help advisors connect with the rising gen.
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The Family Wealth Alliance posted an articleThe Trust Factor: Foundations of Successful Wealth TransferAmy Castoro shares how advisors can build relationships based on trust with the rising gen.
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The Family Wealth Alliance posted an articleBest Practices for Integrating Life PartnersThe session explores how advisors can support the integration of new partners into UHNW families.
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The Family Wealth Alliance posted an articleBridging the Gap: Understanding Generational DifferencesKeynote from the 2025 Summer Gathering on intergenerational communication.
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The Family Wealth Alliance posted an articleThe Great Wealth Transfer: Capturing Money in MotionInsights from The Cerulli Report on the upcoming wealth transfer.
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The Family Wealth Alliance posted an articleQuarterly Conversations: Client Onboarding ExcellenceTop-performing firms explore creating scalable, seamless, and impactful onboarding processes.
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Emily Gorz posted an eventAn invitation-only retreat for C-level executives from Alliance member firms. see more
The Alliance Summit is an invitation-only retreat for C-level executives from Alliance member and Strategic Sponsor firms. Topics are geared toward the highest level of family wealth professional, with significant time devoted to strategic decision-making and peer exchange between like-minded leaders.
Registration for the 2026 Alliance Summit will open in late 2025.
For questions about Alliance events, reach out to events@fwalliance.com.
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Emily Gorz posted an eventReconsider how healthcare risk might quietly undermine even the most robust financial portfolios. see more
Have you ever questioned whether your clients’ current healthcare strategy is as resilient as their investment strategy?
In this dynamic session, John Samuels, Founder & CEO of Wellworth, will challenge you to reconsider how healthcare risk might quietly undermine even the most robust financial portfolios. Drawing on extensive experience advising family offices and high-net-worth individuals, this session will reveal actionable strategies to identify and mitigate vulnerabilities in your clients’ healthcare planning.
In this live webinar, John will explore real-world examples, decode the complexities of the healthcare system, and discuss how advisors with a proactive approach can transform potential crises into stronger client relationships.
John Samuels
Founder & CEO
Wellworth
Note: Quarterly Conversations webinars are exclusive to FWA members. Any non-member registration will be canceled.
If you are unable to attend live, the webinar recording will be available to members in the FWA portal. -
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