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ABOUT
OUR NETWORK
INSIGHTS
EVENTS
CLIENT SURVEY
CONTACT

`Library`

Featured Library

COVID-19 and the Family Wealth Industry: May 2020 Report
Young Professionals in Family Wealth: 2020 Report
Fees & Pricing in Family Wealth: 2020 Report
Talent & Compensation in Family Wealth: 2022 Report
Inaugural Voice of the Client in Family Wealth Benchmarking Report
The Landscape of Family Wealth: 2023 Report
2024 Voice of the Client in Family Wealth Benchmarking Report

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Upcoming Events

Q4 Quarterly Conversations Webinar
December 4

Fourth quarter members only webinar Read More
Evolving Firm CEO Leader Roundtable Meeting
December 18

Virtual meeting for the Evolving Firm CEO Leader Roundtable. Read More

Latest Library

2024 Voice of the Client in Family Wealth Benchmarking Report
October 17, 2024

2024 Voice of the Client Report Read More
FWA Talks: Between Now and Sunset: Tax Planning and the Expiring Provisions under the 2017 Tax Cuts and Jobs Act
November 15, 2024

This presentation will review the “sunset” of the Act’s provisions impacting gift & estate tax plan Read More

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