Family Wealth Alliance, Inc.

Registration for the 2025 Alliance Summit, our members-only, C-Suite leadership retreat, is officially open! This year, we will return to the Rancho Bernardo Inn in San Diego, CA to explore the natural tensions family office leaders face: balancing customization with scalability, ownership and compensation structures, and outsourcing and partnerships. After engaging sessions led by thought leaders and industry experts, attendees will walk away with renewed confidence to harmonize these competing priorities. Join us March 4th-6th to connect with industry peers as we uncover the insights you need to navigate complexity in new and better ways. https://lnkd.in/g5zw9ekt

Whether you couldn't attend or want to revisit standout moments, the 2024 Fall Forum Replay is here! Dive back into thought-provoking sessions and impactful ideas shared at our most attended event of the year. FWA Members can access all session recordings here: https://lnkd.in/gY-638RJ

In this?episode of Alliance Talks, Paul Freeland and Danielle Valkner of PwC?Private?join?FWA Founder?Thomas Livergood?to dive into data management strategies for family offices. Tune?into?this episode for insight into management strategies that keep your business organized and?set your firm up for success. https://lnkd.in/geVFj4e4

?FWA presents its latest Alliance Research findings at Schwab IMPACT The family wealth space is unique within the wealth management industry. It requires a higher level of service, deeper bench of expertise, and broader scope of responsibility. As the service model becomes more complex, so does its pricing. ? Learn from the latest Alliance Research as our founder, Thomas Livergood, unveils insights from our 2024 Fees & Pricing Study and Voice of the Client Study. Discover future-focused strategies for optimizing pricing, strengthening client relationships, and navigating the complexities of the family wealth space. If you're attending IMPACT, this is a session you don't want to miss! https://lnkd.in/g3tFT_Ug

Welcome to Emerald Advisors, LLC , FWA’s newest member firm! ? Built around a commitment to clients, Emerald Advisors believes that open, transparent relationships are the foundation of long-term success. Through a wealth planning process focused on listening, strategic guidance, and world-class service, Emerald Advisors ensures clients receive support every step of the way. ? To learn more about Emerald Advisors, LLC , visit: https://emeraldadv.com/

Scientific research has found that up to 70% of professionals experience impostor syndrome at some point in their life, and it mostly affects high achievers! Join other YPN members and Charles Schwab Learning Solutions for this interactive workshop to learn what impostor syndrome actually is, what it looks like in your daily routine, and how to escape your negative thought traps when they inevitably arise. https://lnkd.in/gBMDQVB4

Welcome to Okabena Co., FWA’s newest member firm! ? With a legacy spanning decades, Okabena empowers families by simplifying wealth management through customized and coordinated family office and investment services, helping clients preserve wealth and build lasting legacies. Acting as an extension of each family, Okabena uses its deep understanding of clients’ needs to proactively deliver tailored solutions and address complex challenges at every stage of life. ? To learn more about Okabena Co., visit: https://okabena.com/

Welcome to Elgethun Capital Management, Inc, FWA’s newest member firm! Serving high-net-worth families, business owners, and professionals, Elgethun goes beyond traditional financial planning with a holistic approach to wealth, asset, and portfolio management. By addressing the financial, social, and personal dimensions of wealth, Elgethun helps clients focus on what truly matters, with guidance rooted in values and vision. To learn more about Elgethun Capital Management, Inc visit:?https://www.elgethun.com/

If you missed joining us at the 2024 Fall Forum: Standing Out, now's your chance to see some of the magic (at least from afar!). Please enjoy these fantastic photos - they really capture the warmth and collegiality of our community. https://lnkd.in/guVdSaii

Early last week ahead of the 2024 Fall Forum, our Operations Leader Roundtable met to explore trends and strategies in AI, cyber security, and staffing. FWA Sr. Director of Member Experience, Brooke Morimoto, facilitated the discussions and Lucas Babbitt of Atomic Insights?presented on best practices for leading operations teams. Together, participants represented $91 billion in client assets under management. We appreciate all who joined us and contributed to such productive and transparent conversations. Brooke Morimoto; Brandelynn Perry; Tiffany Andersen, CFA, The Clarius Group; Laura Carr, WMS Partners; Allison LaBelle DiLiberto, Altair Advisers; Matthew Espinosa, Ford Estates, LLC; Tom Howe, BMO Family Office; Jennifer Kirksey, Tolleson Wealth Management; Matthew Kuykendall, Matter Family Office; Stephanie Notarianni, Pitcairn; Rusdi Sumner, Market Street Trust Company; Barry Tubman, Ballentine Partners, LLC; Brandon McKerney, CFP?, Laird Norton Wetherby