Business Consulting

Driven by our Alliance Research engine and the insights it provides, we are asked by private families, their family offices, family wealth providers and family wealth vendor firms to assist with specialized knowledge and insights into the family wealth space. We provide these firms and families with a better understanding via education to help them better access and/or serve families and for families to understand their enterprises.

The Family Wealth Alliance is an outside expert with particular knowledge of the family wealth landscape that is able to improve business growth for firms for which we consult. When we accept assignments, we assist in crafting, designing, and educating the firms on how to enter targeted family wealth markets. We uniquely customize a consulting experience with a combination of objective advice, visionary insight, and real-life experience. Our broad and deep connections make Alliance Consulting an invaluable resource for families and the firms that serve them.