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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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The Family Wealth Alliance posted an articleFuture-Proofing Your Talent PipelinePanelists will discuss strategies for developing career frameworks that support growth.
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The Family Wealth Alliance posted an articleDesigning Your Employee Equity ProgramStructuring equity programs that align employee goals with the firm’s long-term vision.
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The Family Wealth Alliance posted an articleScaling the UnscalableThis panel explores the natural tension between tailoring each client’s experience & achieving scale
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