The Family Wealth Alliance hosts a number of events for firms and private families, alike. These two groups have their own distinct events, driven by the belief that their respective discussions should be kept separate and private.

On our calendar, one will see planned Family-Only events and educational curricula that are exclusively for private families, as well as events targeted to firms, such as our Alliance Member-Only, MFO Forum, Human Capital Summit, and various Workshop Series events to depict this belief and practice.

In addition, Chief Executive Officer Tom Livergood regularly takes part in conferences and events hosted by other organizations. These are listed to encourage private families and executives of the firms that serve them, to attend these highly informative and interactive sessions. Links to the Agendas and/or websites for most of these events are conveniently included in our calendar, and in some cases, discounts are available to Alliance member firms, as well as private families with whom we’ve worked.