Skip to Main Content

The Family Wealth Alliance joins The Charles Schwab Corporation


Dear Alliance Members, Partners, and Friends:

The Family Wealth Alliance is approaching its 20th anniversary, and I can’t imagine a more celebratory evolution than the one we’re announcing today: FWA has joined forces with our longstanding partners at Schwab Advisor Services and is now part of The Charles Schwab Corporation. 

Schwab has been a loyal Platinum Partner of The Family Wealth Alliance for years, with an intimate understanding of our ethos and respect for our trusted relationships in this space. Our long working relationship has always been anchored by shared values and an understanding of the importance of community for helping family wealth firms learn, share, and grow. Together, we recognized we could provide even greater value to you by making our collaboration official.

FWA membership has tripled in size over the last three years, with expanded research capabilities, frequently sold-out events, and a growing roster of Leader Roundtables. The additional expertise and resources of Schwab Advisor Services will help us continue delivering all these things at the highest level, faster, and for years to come.

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.
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.

Tom Livergood
Founder and Head of The Family Wealth Alliance
  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.