Dear Alliance Members, Partners, and Friends:
|WHAT'S NOT CHANGING
Our membership structure, offering, and pricing remain exactly the same, and you’ll still be served by the FWA team members you know and trust: Me, Rachel, Brooke, Brandelynn, Emily, Sarah, Heather, and Gabriella. I remain FWA’s leader and will continue to lead the organization for the foreseeable future, with Rachel as my co-pilot.
Our focus on the multifamily wealth community is not changing, nor is our dedication to fostering a community built around high-touch relationships and intentional connections. This new relationship is about taking Schwab’s support to the next level, not changing our spirit or purpose. Membership eligibility and engagement opportunities are still completely custodian-neutral.
|WHAT IS CHANGING
Those of you who know the small but mighty FWA team know we’re always trying to push the envelope and enhance our member experience, but sometimes our size can be limiting.
We’ll now have the resources to bring you even more member benefits: expanded content and research, elevated event experiences, and new initiatives. We’re beyond excited for what these deeper resources will mean for you, our members!
By joining Schwab, we’ve also ensured the longevity and sustainability of the community.
The Family Wealth Alliance and Schwab share, at our core, the value of client-centricity, and we look forward to working with you to co-create the vision for our combined future. We welcome your feedback and ideas.
In all things we continue to put you first.
Founder and Head of The Family Wealth Alliance
|READ THE FULL FAQ|
|READ THE PRESS RELEASE|
|The Charles Schwab Corporation (Schwab), provides a full range of securities brokerage, banking, money management and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products. Its banking subsidiary, Charles Schwab Bank (member FDIC and an equal housing lender) provides deposit and lending services and products.|