On July 15-16, 2025, we invite you to join us in Boston for an Alliance Summer Gathering that will challenge – and ultimately elevate – your approach to family wealth management. The New Face of Wealth: Understanding Rising Gen Clients is a deep dive into the dawn of a new era in our industry. 

Unpacking the unique needs and aspirations of the rising generation, next-gen clients will offer a firsthand account of what services and support they value most, giving you a clear roadmap to align your offerings with their expectations. Experts will unravel the complexities of generational differences, presenting concrete advice on how to bridge the gap between older and younger family members. And industry-leading firms will share their approaches to crafting resonant, future-forward client experiences.

From onboarding processes to trust-building to understanding the diversity of the next generation, this event is your strategic and tactical roadmap. Join us as the sun rises on a new generation of wealth and be part of a dialogue that will shape the future.

We can't wait to see you there!