You're invited to join us for a one-day roundtable for FWA Member Firms with expertise in trusts and estates. 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 Trusts & Estates Attorneys and Senior Trusts Executives from FWA member firms.
The meeting will be on July 15th from 9am-4:30pm at the Boston InterContinental. After the session, you are invited to join our other Alliance Connects groups for a Dine-Aboard dinner cruise from 5-8pm. The cost to attend this event is $995, 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.
According to our members, Alliance Leader Roundtables are the highest value-add benefit we offer. We expect Alliance Connects to provide similar value without the annual time commitment.
FWA members firms may send only one representative to this event. All attendees are subject to approval by FWA staff.
NOTE: If you are attending a 7/15 Alliance Connects Meeting, your boat registration is included in that purchase. If you would like to attend the Alliance Summer Gathering on 7/16, please register for a "FWA Member (7/16 Summer Gathering only)" ticket in addition.
We are looking forward to hosting the 2025 Alliance Summer Gathering at the Boston InterContinental Hotel.
We sincerely ask that you book your room accommodations through our rooming link, not alternate booking sites.
Visit our online booking page, or call the InterContinental 866-378-0533 to book over the phone.
If you are booking online and asked for a Group Rate code, enter FWA to access our discounted event rate of $396/night (+ tax). If you are calling, please mention The Family Wealth Alliance to take advantage of the group discount.
A few important notes:
- Please use Google Chrome to access the booking site.
- The room block will close on Monday, June 23rd but may sell out beforehand. Please book your accommodations as soon as possible.
| Ticket Name | Sale Ends | Price | Quantity | ||
|---|---|---|---|---|---|
| Alliance Connects: Trusts & Estates | Login or Join to view tickets | ||||
| Log in to Purchase Tickets Join To Purchase Tickets | |||||
