2019 Alliance Summit
Four Seasons Resort Palm Beach
We are pleased to welcome you to the 9th Annual Alliance Summit taking place February 10-12 at the Four Seasons Resort, Palm Beach, Florida.
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.
Alliance members and partners please login to the member portal to register.
Non-members interested in attending this event, please fill out our interest form.
The Building Blocks of Sustainable Competitive Advantage
How To Differentiate Your Firm in The Increasingly Crowded Market for UHNW Advisory Services
Both CPE and CFP credits will be offered for attendees of this event
|
Sunday |
February 10th |
4:00 PM |
Pre-Conference Partner Gathering Tom Livergood will be hosting a discussion with Partner firms prior to cocktails and dinner. |
5:30 PM |
Reception |
6:30 PM |
Dinner |
Monday |
February 11th |
7:30 AM |
Breakfast |
8:30 AM |
Welcome Remarks and Family Wealth Alliance Update |
8:50 AM |
The Elements of Value Why defining your firm’s corporate values is the first step toward fostering a culture that differentiates your business from the competition. Eric Almquist, Partner, Bain & Company |
9:40 AM |
Building a Culture That Promotes Your Value A strong culture matters — particularly for a wealth management firm, where people are your greatest assets. In this session we hear from industry leaders dedicated to building a healthy and enduring workplace culture. Andy Busser, Managing Director of Strategy, Pitcairn (Moderator) |
10:50 AM |
Break
|
11:05 AM
|
Knitting Together a Dynamic Team That Embodies Your Culture (Part 1) Interactive facilitated group discussion that captures the current state of firm values and culture among the leadership teams in the room. Jim Ware, Founder, Focus Group Consulting |
12:00 PM |
Networking Lunch
|
1:30 PM |
Knitting Together a Dynamic Team That Embodies Your Culture (Part 2) Report out of what issues attendees Jim polls the audience using real time voting to identify the burning issues for executives in the room. He will then facilitate breakout sessions to take attendees on a deeper dive of the biggest obstacles raised. This session will be highly interactive. Jim Ware, Founder, Focus Group Consulting |
2:45 PM |
Recreation |
6:30 PM |
Cocktail Reception |
7:30 PM |
Dinner |
Tuesday |
February 12th |
8:00 AM |
Breakfast |
9:00 AM |
Navigating Leadership Transitions Discussion between a family business consultant and entrepreneur who successfully navigated continuity planning. Stephanie Brun de Pontet, Senior Consultant, The Family Business Consulting Group |
9:50 AM |
Continuity Planning Workshop Facilitated discussion on how you navigate a successful transition when leadership has become part of your core identity. A breakout discussion with peers covering what is your identity and complexity of your role, who are the stakeholders in transitions, and what are some practical solutions. Stephanie Brun de Pontet, Senior Consultant, The Family Business Consulting Group |
11:05 AM |
Break
|
11:20 PM |
Disruptive Trends in Private Wealth Management What does this new wave of consolidation mean for wealth management firms in the industry? Insights for what to expect. Elizabeth Nesvold, Managing Partner, Silver Lane Advisors |
12:10 PM |
Networking Lunch
|
1:20 PM |
The Changing Wealth Management Landscape: Acquirors & Acquirees Discussion with acquirors and acquirees of the pros and cons of growth through M&A. What were your risks? Were there any ripple effects? What advice do you have for firms in the room? Elizabeth Nesvold, Managing Partner, Silver Lane Advisors |
2:10 PM |
Conference Concludes |
Program content coming soon...
Four Seasons Resort Palm Beach
2800 S. Ocean Blvd, Palm Beach, FL 33480, USA For hotel reservations
please call: (561) 582-2800
Refer to "The Alliance Summit" for the discounted Group Rate of $449.
Room Discounts Expire Monday, January 21
Additional Off-site Accommodations
Eau Palm Beach Resort & Spa
100 SOUTH OCEAN BLVD., MANALAPAN, FL 33462
For Hotel Reservations Please Call 855-388-0537
Refer to "2019 Alliance Summit" in order to receive the group rate of $449 which is available 2/9 - 2/11 Room Discounts Expire Friday, January 25, 2019
Speaker Resources
The Elements of Value
by Eric Almquist, John Senior, and Nicolas Bloch
The B2B Elements of Value
Bain & Company
By Eric Almquist, Jamie Cleghorn and Lori Sherer
With 40 distinct kinds of value, B2B managers can identify what matters most to each set of important stakeholders.
The New Great Game in North American Asset Management
McKinsey & Company
By: Pooneh Baghai, Onur Erzan, and Ju-Hon Kwek
The competitive landscape is being reset by a small group of visionary asset managers jockeying to deliver distinctive propositions at scale.
Transitioning from the Top
Family Business Consulting Group
by Stephanie Brun de Pontet, Ph.D.
Personal Continuity Planning for the Retiring Family Business Leader
Millennials and GenX Are Reshaping the Industry
WealthManagement.com
by Paul Forlenza
As leaders and managers of financial advisory firms, what are you doing to attract and retain the best talent in these two demographic sectors?
Additional Resources
Advisory Research
AIG
- Private Client Group Capabilities
- White Paper - Family Wealth Security Risks
- White Paper - Water Damage Report
When
Location
- 2800 S Ocean Blvd, Palm Beach, FL 33480, USA