Alliance Summit 2023: Reimagine | Family Wealth Alliance, LLC | 1 March 2023 | The Phoenician, a Luxury Collection Resort, 6000 E Camelback Rd, Scottsdale, AZ 85251, US

Venue
The Phoenician, a Luxury Collection Resort
The Phoenician, a Luxury Collection Resort, 6000 E Camelback Rd, Scottsdale, AZ 85251, US

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Event Date Wed Mar 1 MST - Fri Mar 3 MST (almost 2 years ago)
In your timezone (EST): Wed Mar 1 2:00am - Fri Mar 3 2:00am
Location The Phoenician, a Luxury Collection Resort
6000 E Camelback Rd, Scottsdale, AZ 85251, US
Region Americas
Details

This event will plan to take what we rediscovered at Fall Forum and reimagine how we do business. We are going to reverse engineer our business models and discuss diversifying fees, the evolution of professional management from a founder led firm, and innovative growth strategies.

Speakers

2023 Speakers

Matthew Flessig
Co-founder & CEO, Pathstone

Philip Palaveev
Founder & CEO, The Enesemble Practice LLC

Holly Pantzer
National Industry Leader, FORVIS Private Client

Tim O'Hara
Co-President, Rockefeller Global Family Office

Kelly Ewart
VP of Strategic Relationships, PURE

Michael Nathanson
Chairman & CEO, The Colony Group

Thierry Brunel
Partner, Chief Investment Strategist

Rocio Ortega
Partner, WE Family Offices

Mark Rogozinski
Chief Strategy Offier, Pitcairn

Rob Francais
Co-founder & CEO, Aspiriant

Scott Bush
Chief Client Officer, Geller Advisors

Joseph Larizza
President, Mirador

Trevor Hicks
Shareholder & CTO, Wetherby Asset Management

Matt Blackburn
Managing Director & Co-founder, Class VI Partners Family Office

Lynne Born
Chief Practice Officer, Aspiriant

Covie Edwards-Pitt
Partner & Chief Creative Officer, Ballentine Partners

Loraine Tsavaris
FWA Advisory Board