WELCOME!

The Family Wealth Alliance is pleased to be celebrating its 15th year together with the executives of the family wealth industry we serve.  Please join private families and industry peers in a series of thoughtful discussions about sustainability in the context of both private families and wealth management firms. 

Program highlights include:

  • 2018 State of The Industry findings: Drivers of and obstacles to sustainability 
  • Wrestling with generational transitions and succession planning
  • SFO-MFO combinations . . . One family’s story
  • Effective communication and the “illusion of control” conundrum
  • Take the test! A scientific approach to developing effective client communication styles

Now offering CE Credits for CFP Professionals.

When: October 16th at 6:00 p.m. - October 18th at 3:00 p.m.

 

Details

  • Where

  • The Union League Club of Chicago
    65 W. Jackson Blvd.
    Chicago, Illinois 60604
    USA
    312.427.7800

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