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

Our Calendar of Events features events targeted to our diverse audiences:

Annual Fall Forum for executives of Multifamily Offices, Single-Family Offices, Alliance Member firms and Alliance Partner firms. The agenda reflects issues pertinent to the private wealth management industry and includes the release of The Alliance's latest research findings, trends and implications for the future, panel and peer group discussions, keynote speeches, Partner white paper presentations, and affords one-of-a-kind opportunities for networking in a collegial, thought-sharing environment.

Annual Spring Event for executives of Advisory firms, Multifamily Offices, Single-Family Offices, Alliance Member firms, and Alliance Partner firms as well as vetted outsource provider firms. The two and a half day event covers topics relevant to private wealth management which are addressed in varying formats: Discussion Groups, panel and peer group discussions and Partner white paper presentations. This is another unique event distinguished by its collegial, networking.

Regional Private Unveilings nationwide exclusively for invited executives of Single-Family Offices, private families and their advisors. Thought-provoking research findings as well as other timely topics are presented by The Alliance and its selected Partners.

Our Regional Workshops are open to advisors and executives of Multifamily offices, legal firms and provider firms who serve the private wealth space. the workshops present key and timely information on the industry: results of our latest MFO and SFO research, their implications for private wealth, as well as future trends and implications. Registration is free for Alliance members. The $250.00 non-member registration fee gives attendees an opportunity to order the 2010 MFO and/or SFO Study reports at discounted prices; one study report for $925 and two reports for $1800. Each 42 page report contains a wealth of data from participating Multifamily and Single-Family offices.

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.