On July 15-16, 2025, we invite you to join us in Boston for an Alliance Summer Gathering that will challenge – and ultimately elevate – your approach to family wealth management. The New Face of Wealth: Understanding Rising Gen Clients is a deep dive into the dawn of a new era in our industry.
Unpacking the unique needs and aspirations of the rising generation, next-gen clients will offer a firsthand account of what services and support they value most, giving you a clear roadmap to align your offerings with their expectations. Experts will unravel the complexities of generational differences, presenting concrete advice on how to bridge the gap between older and younger family members. And industry-leading firms will share their approaches to crafting resonant, future-forward client experiences.
From onboarding processes to trust-building to understanding the diversity of the next generation, this event is your strategic and tactical roadmap. Join us as the sun rises on a new generation of wealth and be part of a dialogue that will shape the future.
We can't wait to see you there!
Event Co-Chairs
Thank you to our event co-chairs for their support planning this event:
- Colin Brooks, Vice President and Trust Officer, Sawmill Trust
- Amy Castoro, President & CEO, The Williams Group
- Jennifer Chan, Wealth Advisor and Employee Owner, LNW
- Ella Chase, Co-Founder, WellthWorks
- Amy Hart-Clyne, Chief Knowledge and Learning Officer, Pitcairn
- Alex Kirby, Founder & CEO, Total Family
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Who Should Attend?
Guests
Only FWA members and family wealth executives are eligible to purchase tickets to the dinner cruise, subject to availability. |
To view the Event Policies and Attendee Release Agreement, please click here.
If you are interested in becoming a member, please contact info@fwalliance.com for more information.
We are looking forward to hosting the 2025 Alliance Summer Gathering: The New Face of Wealth 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 June 23rd, but may sell out beforehand. Please book your accommodations as soon as possible.
Full agenda and speakers coming soon!
Tuesday, July 15
5:00pm: Dine-Aboard: Cruise & Connect
(pre-registration is required)
Wednesday, July 16
7:45am: Registration & Breakfast
9:00am: Welcome Remarks
9:10am: The Great Wealth Transfer: Capturing Money in Motion
In the United States, most of the wealth passed down by older generations will flow to Gen X or Millennial heirs. With a collective $85 trillion passing to these generations, it’s never been clearer that advisors who establish relationships with rising generation clients and adequately address their needs will be well positioned for success.
Chayce Horton, Senior Analyst at Cerulli, will share insights from The Cerulli Report—U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2024, zeroing in on the UHNW demographic and setting the stage for our program. Attendees will learn the biggest trends shaping the UHNW landscape and understand evolving service and technology preferences among the next generation of investors, including winning business models and best practices to engage these clients.
9:40 am: Bridging the Gap: Understanding Generational Differences
In the midst of the impending wealth transfer, it is crucial for advisors to maintain strong ties with current clients while proactively engaging and building trust with the rising generation. The key to both lies in understanding the unique needs, values, and communication preferences of each generation.
Featuring a dynamic father-son speaking team, this keynote will provide surprising insights into the distinct characteristics and expectations of Baby Boomers, Generation X, Millennials, and Gen Z. Attendees will learn how to tailor their messaging, build trust through transparency and personalization, and connect effectively with every generation. By understanding and appealing to the diverse needs of clients in different age brackets, you'll deepen client relationships at every touch point, driving sustainable growth.
10:30 am: Break
10:50 am: Best Practices for Integrating Life Partners
The integration of a new partner into an ultra-high-net-worth family is a pivotal and often intricate process. This session will increase your confidence in navigating the unique challenges and opportunities that arise when someone new joins the family.
Covie Edwards-Pitt and Alexys Febonio, both from The Center for Family Well-being at Ballentine Partners, will share three key lessons for advisors. Drawing from their extensive experience and direct insights from the rising generation, they will debunk common misconceptions and introduce a fresh, effective approach to supporting newly integrated spouses and partners.
- Covie Edwards-Pitt, Chief Creative Officer & Founder and Director of The Center for Family Well-being, Ballentine Partners
- Alexys Febonio, Wealth Planner & Associate Director of The Center for Family Well-being, Ballentine Partners
11:20 am: Rising Gen Clients: What Do They Want?
In this engaging panel discussion, UHNW clients themselves will share candid insights into what makes for a successful client-advisor relationship and what keeps them loyal to their advisors. Panelists will outline key beliefs and behaviors that distinguish the rising generation, including their views on technology, client experience, social impact, and more. Discover best practices for long-term client satisfaction and loyalty and participate in an interactive Q&A session to ask your most pressing questions directly to clients.
This session is designed to help multifamily office practitioners better connect with and serve the next generation of UHNW clients, ensuring your advice remains relevant in an ever-evolving landscape.
12:00 pm: Lunch
1:15 pm: Alliance Updates
1:35 pm: Crafting Client Experiences for the Rising Gen
This session will highlight peer firms who excel at serving the rising generation. A panel of experienced multifamily office practitioners will share their philosophies and strategic approaches to serving the next generation of UHNW clients. Hear about creative tactics and initiatives that have proven successful in retaining and attracting these clients, including innovative uses of technology, personalized service delivery, and community-building. This session will provide you with practical strategies to refresh and enhance your client experience with the next generation in mind.
Speakers:
- Luke Jernagan, Managing Director - Family Learning, Matter Family Office
- Additional speakers to be announced.
2:25 pm: Break
2:45pm: The Trust Factor: Foundations of Successful Wealth Transfer
Trust is the invisible currency that defines the strength of every relationship, especially in wealth advising. Advisors looking to connect with the rising generation have an incredible opportunity to solidify relationships and ensure effective wealth transfers by building trust.
In this session, Amy Castoro, President and CEO of The Williams Group, will share insights from her firm’s globally recognized research on the impact of wealth on family dynamics, key drivers of successful transitions, and early warning signs advisors often miss. Attendees will gain a comprehensive understanding of the importance of gaining and keeping client trust during a wealth transfer and receive actionable tools to use with their clients.
- Amy Castoro, President & CEO, The Williams Group
3:30 pm: TBD
4:00 pm: Closing Remarks
4:10-6:00 pm: Reception
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Amy Castoro |
Covie Edwards-Pitt Chief Creative Officer & Founder and Director of The Center for Family Well-being |
Alexys Febonio Wealth Planner & Associate Director of The Center for Family Well-being |
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| Luke Jernagan Managing Director - Family Learning Matter Family Office |
Additional speakers to be announced!
FWA sets sail on July 15th for a "Dine-Aboard" dinner boat cruise! Join our community for a night of fun and connections before the 2025 Summer Gathering: The New Face of Wealth begins on July 16th.
Space is limited; first-come, first-served. Only FWA members and family wealth executives are eligible to purchase tickets. Ticket includes boat admission, bar access, and dinner.
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When
Location
- 510 Atlantic Ave, Boston, MA 02210, USA
