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Regional Advisor Workshops
 
EVENTS
CALENDAR OF EVENTS
 
 
 
 
 
 

Our workshops are open to advisors and executives of multifamily offices, single-family offices, legal firms and provider firms serving the private wealth space.

Hosted in major cities around the country by The Alliance's Premier Partners, the workshops present timely information on the industry: results of our latest MFO and SFO research, as well as future trends and implications for the private wealth management industry. Informative and thought-provoking white papers from our Premier Partners are also presented.

Registration is free for Alliance members. The $475.00 non-member registration fee gives attendees an opportunity to order The Alliance's latest MFO and SFO Study reports at discounted prices. Each 42 page report contains a wealth of data from participating Multifamily and Single-Family offices as well as key insights on the family wealth industry.

Workshop Timings:

8:00 am to 12:00 noon (includes Continental breakfast) OR

1:00 pm to 5:00 pm (includes refreshments)

Please visit our Calender of Events for registration forms, agendas and specific information on each workshop.

 

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