Our Spring Events, held over three days, comprise the day-long CEO Roundtable and two-day Advisor-Only.

Our CEO Roundtable is open on an Invitation Only basis to heads of qualifying firms in the family wealth industry. High-level discussions on issues confronting the family office industry are addressed, in addition to topical panels in a range of formats such as peer group roundtables and Discussion Champion break-outs. This is a unique opportunity for connecting and relationship-building with leading luminaries from the family office industry.

Click Here for the Calendar of Events

The Alliance’s CEO Roundtable

April 22, 2009

The James Hotel
55 East Ontario
Chicago, IL 60611

Call For Pricing

Our Advisor-Only event is attended by executives, advisors and relationship managers from qualifying firms in the family wealth industry and organizations that serve private families. Issues pertaining to the family office industry are discussed in panel sessions, peer group breakouts and special presentations. This is a special opportunity for connecting with your peers in the industry, forging new relationships, and gaining information on trends and developments in the industry.

Click Here for the Calendar of Events

The Alliance’s Advisor-Only Event

April 23, 2009

The James Hotel
55 East Ontario
Chicago, IL 60611

Call For Pricing