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Growth rarely happens by accident. The family wealth firms creating momentum today are doing so by making intentional investments in the capabilities that accelerate growth tomorrow. At the 2026 Alliance Fall Forum, attendees will examine topics ranging from organizational design and client acquisition to talent development and technology adoption. They'll also get a first look at findings from FWA's inaugural organic growth study, with fresh insight into what drives growth, what constrains it, and how to position their firms for long-term success.
Whether your focus is scaling capacity, investing in your people, or reimagining operations for an AI-enabled future, this program is designed to help you identify the growth accelerators that matter most.
The Alliance Fall Forum is a three-day conference that draws professionals of all levels for a 360-degree representation of the family wealth industry. Expect compelling speakers, facilitated introductions, and numerous opportunities for peer exchange and networking. This event is open to non-members.
Registration for the 2026 Alliance Fall Forum closes on Friday, September 25.
Ticket Types
FWA members need to log in in order to register for your complimentary ticket. After you log in, you will see that ticket option. If you are not an FWA member, select Continue as Guest after clicking Register Here below.
If you need assistance navigating which ticket you are eligible to purchase, please contact events@fwalliance.com prior to submitting a registration.
Event Co-Chairs
Elizabeth Chand, Partner, Head of Family Office Solutions, Sapient Capital
Susie Cranston, Chief Executive Officer, Cresset
Chad Maggard, Managing Director, Johnson Investment Council
Ashlee Vieregger, Senior Lead Advisor & Shareholder, Foster Group
Accommodations
The room block at the Loews Chicago Hotel is currently sold out.
Please note that there are two different Loews branded hotels in Chicago. Our room block and all Fall Forum activities will be located at the 455 N. Park Drive location.
To view the FWA Event Terms & Conditions, please click here.
Wednesday, October 14
5:00 p.m. – Welcome Remarks
5:10 p.m. – Alliance Research: Findings from the 2026 Organic Growth Study
6:00 p.m. –The Anatomy of Growth: Strategies Driving Exceptional Results
6:40 p.m. – Welcome Dinner
Thursday, October 15
7:30 a.m. – Breakfast
8:30 a.m. – Opening Remarks
8:40 a.m. – Talent as the Ultimate Insurance Policy
9:15 a.m. – Guided Table Discussion: Building a Growth-Oriented Culture
10:05 a.m. – Community Spotlight: The Discipline Behind Organic Growth
10:40 a.m. – Break
11:00 a.m. – Leveraging Strategic Partnerships to Scale
11:50 a.m. – Alliance Updates
12:00 p.m. – Networking Lunch
1:10 p.m. – AI's Transformational Role in the Modern Advisory
2:00 p.m. – The Future Tech Stack: What Stays, What Goes, What Gets Rebuilt
2:50 p.m.– Guided Table Discussions: AI Use Cases & Implications
3:30 p.m.– Afternoon Break
5:00 p.m. – Networking Reception
6:00 p.m. – Dine-Arounds (pre-registration required)
Friday, October 16
7:30 a.m. – Breakfast
9:00 a.m. – Opening Remarks
9:05 a.m. – The New Wave of Wealth: A Private Market Outlook
10:00 a.m. – Tax Alpha as a Growth Differentiator: Strategies for Business Owner and Liquidity Event Clients
10:55 a.m. – Closing Remarks
11:00 a.m. – Conference concludes
If you need assistance with registration or have any event questions, click here to email us at events@fwalliance.com.
