7:30 a.m. – Breakfast

8:30 a.m. – Opening Remarks

8:40 a.m. - Talent as the Ultimate Insurance Policy

In a period of technology disruption and talent scarcity, organizations must view their teams as a strategic asset rather than a cost center. Technology cannot replace human judgment, adaptability, and trust. In the family wealth industry, experienced employees will be increasingly difficult to find and keep. As a survival strategy, firms need to become both a talent magnet and a talent factory to withstand volatility and maintain growth. This session will explore why investing in talent is the most effective way to future-proof an organization and create lasting resilience. Discover fresh perspectives on leadership, culture, and the role employees play in navigating an uncertain future.

9:15 a.m. – Guided Table Discussion: Building a Growth-Oriented Culture

Creating a workplace that supports firm growth is not about pushing harder. Successful firms build an environment where learning, trust, and innovation are encouraged, and where every employee understands their role in the development journey. This discussion will explore how to align people, culture, and strategy to support sustainable, long-term growth.

10:05 a.m. Energizing the Client-Referral Process

This Community Spotlight will highlight a family wealth firm that is successfully reimagining the traditional client referral structure to have greater impact on firm growth.

Equal parts story and case study, Community Spotlights are 30-minute sessions that allow you to learn directly from a peer leader in the FWA community who will share the evolution of an idea from concept to execution. By spotlighting solutions that turn family office obstacles into opportunities for innovation, they will inspire attendees to tackle their own challenges in a creative way.

10:40 a.m. – Break

11:00 a.m. Leveraging Strategic Partnerships to Scale

Growth often creates needs that exceed a firm’s internal capacity. In this session, leaders responsible for service delivery and operating models will discuss how strategic partnerships ­from outsourced and fractional support to white-labeled services and specialized expertise can help firms scale effectively. Attendees will leave with practical ideas for building partnership strategies that support growth without compromising the client experience.

11:50 a.m. - Alliance Updates

12:00 p.m. – Networking Lunch

1:10 p.m. – The Impact of AI Disruptors

2:00 p.m. – The Future Tech Stack: What Stays, What Goes, What Gets Rebuilt

As AI reshapes how work gets done, firms must decide which technologies remain essential, which have become obsolete, and which functions should be redesigned from the ground up. Join this forward-looking session on the future family office technology stack as industry leaders explore emerging operating models, AI agents, and the strategic decisions firms need to make today to build for tomorrow.

2:50 p.m. - Guided Table Discussions: AI Use Cases & Implications

Join your peers to discuss your firm’s AI use cases, discuss where AI is creating value today, identify barriers to adoption, and consider how AI might reshape teams, roles, and client experience in the years ahead. Come prepared to share the AI tools and, systems your firm is currently exploring.

FWA Guided Table Discussions invite you to move from listening to participating by examining how the ideas explored on stage translate into day-to-day practice.

3:30 p.m. - Afternoon Break

5 p.m. – Networking Reception

6 p.m. - Dine-Arounds (pre-registration required)