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Since our origin in 2003, the ideas brought forth by |
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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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LEARN MORE ABOUT MEMBERSHIP |
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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 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. |
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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. |
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Valuable avenues for firm awareness and recognition |
As your firm grows, meet fresh talent and develop new tactical and strategic partnerships |
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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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OUR PLATINUM PARTNER |
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OUR PREMIER PARTNERS |
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OUR EXECUTIVE PARTNERS |
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