The Family Wealth Alliance - Home

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  • Download the2020 Young Professionals Report
  • A Letter from Our CEO
 

 

 
 

 

Since our origin in 2003, the ideas brought forth by
The Family Wealth Alliance and leading experts in our network have touched all aspects of the multifamily wealth industry and made a positive difference in the businesses of hundreds of family wealth firms.

 

 

 
 

Together with our members, we have curated a collaborative, peer-led community united by shared values and fueled by a desire to serve clients and the industry at the highest level.

 
     
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  • “Very practical MFO information, very strong speakers, and in a great environment! Some of the strongest sessions I have seen in a long time.”
  • “The best content I have ever experienced at an UHNW family event.”
  • “When you walk into an Alliance event, you always feel welcomed. As a first-time attendee, I was surprised at how easily I was able to begin building relationships.”
  • “In addition to the valuable content, I appreciate the exceptional job FWA does to maximize the opportunity for networking through event design, dinners, dance cards, etc.”
  • “Excellent content and highest quality networking.”
  • “Extremely informative. I was very impressed with how things were arranged so attendees could meet with each other.”





We are the only organization focused on multifamily wealth firms.
This includes multifamily offices, external CIOs, high-end wealth management firms, trust companies, and the family office practices of private banks and law and accounting firms.

We are strictly B2B. We do not target single family offices or private families for membership or event attendance, avoiding competing constituencies. 

We create a welcoming, peer-driven atmosphere.
Our events are intimate and purposeful – no large auditoriums or exhibition halls. Our community is built around intentional connection and collaboration.

Our network is broad and deep. Our family wealth firms serve approximately 7,000 private families and advise on approximately $2.5 trillion of assets.

Our membership is selective and represents the epicenter of industry thought leadership, attracting and retaining true leaders and helping them build and foster key relationships.

 




After releasing more than 25 industry reports since our founding in 2003, Alliance Research has established itself as the authority on North American multifamily offices.
We are experts on this complex landscape: its nuances, major challenges, and best practices. For more than 15 years, we have tracked the family wealth competitive landscape, published benchmarking studies, and synthesized industry trends and implications.

We released the first public listing and study of multifamily offices in North America in 2004 and established the first Multifamily Office Standards in 2005. Using a four-dimensional approach, these standards spoke to how firms could establish themselves as leaders in the multifamily wealth category. The ten core services we outlined are consistently referred to today as the gold standard of what should be provided to private clients.

 

   
 

 

Personalized networking and education
for aspiring and established family wealth professionals

 

Intentionally curated gatherings
grounded by thought-provoking content

 

Valuable avenues for firm awareness and recognition

 

As your firm grows, meet fresh talent and develop new tactical and strategic partnerships

 
 

Proprietary industry research and thought leadership specific to the multifamily wealth space

 

Opportunities to mentor and be mentored, share challenges and solutions, and play a significant role in shaping the next generation of the multifamily wealth profession

 

 

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