Family Consulting

Family Education

Family Education: Customized Connections to Experts

Alliance Consulting will educate you and your family members on the vast array of family wealth firms, services, and choices available to you.   We can share with you our insights about the Family Wealth Landscape, the types of firms serving private families today, and the myriad of services that family offices offer their private clients.

Additionally, we serve as an educator for families to help you understand the differences among family wealth firms, and the many other firms serving clients today. Through this process, we will assist you in identifying firms that offer the services you require and those that don't. We can provide families with third-party objective feedback on whether or not your current wealth provider is meeting your needs, and whether or not you may have outgrown your current provider firm.