The Alliance Summit 2022 | Family Wealth Alliance | 9 February 2022 | The Phoenician, 6000 East Camelback Road, Scottsdale, AZ USA 85251
Venue
The Phoenician
The Phoenician, 6000 East Camelback Road, Scottsdale, AZ USA 85251
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| Event Date |
Wed Feb 9 MST - Fri Feb 11 MST (almost 3 years ago)
In your timezone (EST): Wed Feb 9 11:00am - Fri Feb 11 3:00pm |
| Location |
The Phoenician
6000 East Camelback Road, Scottsdale, AZ USA 85251 |
| Region | Americas |
Details
The Summit is an exclusive gathering of family wealth firm c-suite executives who meet to address the strategic challenges and opportunities of running a family wealth business today. The event is complimentary for family wealth firm members thanks to the generous support of our Partner Co-Host firms.
Speakers
2022 Speakers
Susan McPherson
Author, The Lost Art of Connecting
Deb Wetherby
Founder & CEO, Wetherby Asset Management
Eddie Brown
National Managing Director, Head of Schwab Advisor Family Office
Drew McMorrow
President & CEO, Ballentine Partners
Richard Pomeroy
Senior Managing Director, BMO Family Office
Dennis Jaffe
Senior Research Fellow, BanyanGlobal Family Business Advisors
Hugh Massie
Founder and Chief Human Performance Accelerator, DNA Behavior
Amy Hart-Clyne
Chief Knowledge and Learning Officer
John Sleeting
Senior Partner, Pitcairn Clearwater Capital Partners
Tom Livergood
Founder and CEO, The Family Wealth Alliance
Sponsors & Partners
2021 Partners
PLATINUM PARTNERS:
• Charles Schwab
PREMIER PARTNERS:
• AIG
• Federated Hermes
• Syntax
• Tri State Capital
EXECUTIVE PARTNERS:
• Aberdeen Standard
• AgilLink
• Backstop Solutions
• Marsh
• RisClarity