Family Consulting

Family Best Fit

Family Best Fit: Retained Searches for Private Families

Alliance Consulting will orchestrate – on behalf of private families - the complete process of finding a best fit match amongst a range of options and capabilities in what are referred to as family wealth firms.  We work alongside of you and your chosen trusted family advisor via our proprietary three-step process.  We guide you and your family members through Phase I:  Education & Discovery, then Phase II:  Search for Solutions, and finally Phase III: Match & Placement.

We are careful to match your definitions of success with the right kind and fit amongst a stable of best-in-class firms.  We are confident that our organization’s research, insights, and connections in the North American family wealth space will provide you with an experience unique to our firm.  We use this to your advantage when conducting a best-fit search for your family with a blend of the art and science of a best-fit match like no one else.

Retained Searched for Vendor Firms

Alliance Consulting will manage an entire search for a new outsourced solution set, such as for an External CIO, Client Reporting, Outsourced Administrative services, and in the area of Security, Travel, Family Consulting, Household Staffing experts, and other key service sets.  We will develop a short list of candidate firms, send out and collect responses from our developed questionnaires, and help you interview, select, and negotiate with a new firm that will meet your needs.