Alliance Connects: Family Office Trust & Estate

You're invited to join us for a one-day roundtable for FWA Member Firms with expertise in trust and estate. During this roundtable discussion with trusted peers, we expect to cover the evolving tax and regulatory landscape of the family wealth industry and its impact on estate planning and firms serving as trustees for clients. There will also be time for open discussion, when you can bring forward any topics that are top of mind during the meeting. This gathering is appropriate for Trust & Estate Attorneys and Senior Trust Executives from FWA member firms.

We know the power of community first-hand. This unique opportunity allows companies to exchange innovative ideas, strategies, and insights, leading to enhanced efficiency and growth for all involved. By focusing on common challenges and solutions, firms can elevate standards, spark creativity, and build a community of trusted peers. According to our members, our Leader Roundtables are the highest value-add benefit we offer. We expect Alliance Connects to provide similar value without the annual time commitment.

The meeting will be on July 31st from 11am-4:30pm at the Boston InterContinental. After the session, you are invited to join our other Alliance Connects groups for a dinner cruise from 5-8pm. The cost to attend this event is $695, which includes the dinner cruise. Like everything we do, the agenda will be designed based on member input. You will have the ability to weigh in on topics during registration.

This meeting is by invitation only. FWA members firms may only send one representative to this event. All attendees are subject to approval by FWA staff.

If you are planning to attend the Elevating Women in Family Wealth event on August 1st, you must register for that separately here.