2025 Alliance Fall Forum: Forward Focus
The Alliance Fall Forum is a three-day conference that draws established executives and up-and-coming talent for a 360-degree representation of the family wealth industry. Expect compelling speakers, topics geared toward family wealth professionals of all levels, facilitated introductions, and numerous opportunities for peer exchange and networking. This event is open to members and non-members.
Additional details about the agenda will be available soon. Please reach out to events@fwalliance.com with questions about FWA events.
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Who Should Attend?
Please note that registration is required and subject to approval by The Family Wealth Alliance. |
To view the Event Terms & Conditions, please click here.
If you are interested in becoming a member, please contact info@fwalliance.com for more information.
Agenda
Speakers and additional details to be announced. Sessions, speakers, and schedule subject to change.
Monday - October 27
4:30pm: Registration
5:00pm: Welcome Remarks
5:10pm: The Economics of Family Wealth Firms: 2025 Alliance Research Findings
6:15pm: Welcome Reception
Tuesday – October 28
8:00am: Registration & Breakfast
9:00am: Opening Remarks
9:10am: Keynote
10:00am: Break
10:20am: Future Proofing Your Tech Stack
11:10am: Interactive Session
11:50am: Lunch
1:10pm: Segmentation & Client Transitions: Strategies for Resilience
2:00pm: Managing Life, Not Just Wealth
2:50pm: FWA Talks: Navigating Chaos by Setting Boundaries
3:15pm: Mid-day break
6:30 pm: Dine-Arounds
Attendees are organized to attend private networking dinners hosted by FWA Strategic Sponsors. Pre-registration required.
8:00 pm: Desserts & Drinks After Party
Wednesday – October 29
8:00am Breakfast
9:00am: Welcome Remarks
9:10am: Investment Delivery Reimagined
10:00am: The Advisor Lifecycle: A Career Path Alternative
10:50am: Closing Remarks
11:00am: Conference Concludes
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Thank you to our co-chairs
for helping design an inspiring event!
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| Mary Claire Allvine Doyenne Advisors |
Scott Bush Corient |
Ivan Hoffman Fi3 Adivsors |
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| Bill Onorato RKL |
Dave Plotts Glenmede |
Speakers to be announced!
Accomodations
The 2025 Alliance Fall Forum will take place at the JW Marriott Chicago.
JW Marriott Chicago
151 W Adams St.
Chicago, Illinois 60603
Secure the event group rate by booking here.
The room block closes on October 6, 2025 but may sell out before that date. Please book accommodations as soon as possible.
Property Details:
- Check-in: 4:00 pm, check-out: 12:00 pm
- Valet parking available at a daily rate of $88
- Off-Site Parking: Tower Garage (211 W Adams St.) Recommended but not hotel affiliated, 0.1 Miles away
Frequently Asked Questions
Where is this event being held?
The 2025 Alliance Fall Forum will be held at the JW Marriott Chicago (151 W Adams St, Chicago, IL 60603).
Who should attend Fall Forum?
FWA members, non-member family wealth executives (defined as any individual employed by an MFO, SFO, RIA, Ext. CIO, trust company, law or accounting firm that offers family office services to private clients.) and service providers are qualified to attend the Fall Forum.
Please be sure to select the correct ticket type when registering. Note: There are limited spots for service providers. Once those seats are claimed, no additional service provider seats will be added.
What is the dress code?
Conference attire is business casual for all events. Please remember convention room temperatures may not be to your personal preference, so come prepared with an additional layer.
How can I learn more about becoming an FWA member firm?
If you are interested in learning more about FWA membership, please reach out to info@fwalliance.com. FWA member firms receive complimentary seats to all of our in-person Signature Events.
When
Location
- JW Marriott Chicago (151 W Adams St, Chicago, IL 60603)
