Membership

         
  MULTIFAMILY OFFICES
& EXTERNAL CIOs
  WEALTH MANAGEMENT FIRMS   TRUST COMPANIES
PRIVATE BANKS
LAW & ACCOUNTING FIRMS
  NEW & ASPIRING
FAMILY WEALTH
PROFESSIONALS
 

 

MORE THAN GREAT BENEFITS A COMMUNITY BUILT ON EXCELLENCE

Since 2003, our integrity and structure has produced a thriving constituent base. Qualified family wealth firms have several options to get involved with The Alliance. Our events and research can be sampled à la carte, or you can elect to apply for membership. To discover which option is best for you, we invite you to submit a Membership Inquiry.

No matter what branch of the multifamily wealth community you come from, you will be welcomed, supported, and given individual, senior-level attention out of respect for your time and your business. We believe in personal connections, not passing touch points.

Member references are available upon request

 

 
  INQUIRE ABOUT MEMBERSHIP  

 

  • “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.”
 

 

MEMBERSHIP ELIGIBILITY

○   Multifamily wealth firms who serve private clients in excess of $30 million total net worth

○   Hybrid firms with a client base that includes private clients above $30 million total net worth

○   Financial advisory firms who serve clients below the $30 million level but deliver a highly sophisticated wealth management experience

Firm classifications include multifamily offices, external CIOs, wealth management firms, and trust companies as well as law and accounting firms and private banks with family office practices. Firms must be based in North America. We are exclusively focused on the multifamily wealth space; we do not target Single Family Offices or private clients for membership.

 

If you serve the family wealth industry in a capacity not listed above, please visit our Partnership page to learn about alternative opportunities for engagement.

 

MEMBER BENEFITS

 
 

Personalized networking throughout the year

○   Facilitated introductions to peers, thought leaders, and mentors

○   Invitations to attend peer-led groups and join initiatives

○   Opportunities to build new tactical and strategic partnerships

○   A specialized Young Professionals Network: share challenges, help direct new Alliance initiatives, and receive tailored educational and mentorship opportunities

Build firm awareness and recognition

○   Submit thought leadership for publication in the monthly Alliance Member Communique

○   Be listed next to other best-in-class firms by contributing to industry research and publications

○   Provide your expertise and insight to Advisory Boards and take advantage of opportunities to speak and moderate at industry events

○   Nominate your firm's rising stars for an Alliance Young Professionals Award

○   Mentor and be mentored, share challenges and solutions, and play a significant role in shaping the next generation of the multi-family wealth profession

 

Intentionally curated events grounded by member-driven content

○   Opportunities to learn about on-the-ground challenges and solutions and engage with peers and potential partners

○   The Alliance Fall Forum draws established executives and rising stars for a 360-degree representation of the family wealth industry.

○   The Alliance Summit is an exclusive retreat limited to C-Level executives from Alliance member firms and Alliance Strategic Partners.

○   Alliance Regional Events bring specialized programs and to key markets nationwide, drawn from a local constituent base.

○   Smaller, private gatherings and special virtual events throughout the year

Our events range from intimate luncheons to three-day conferences. Content is always member-driven. 
Read more about Alliance Events.

 

Access the Alliance Library

○   Alliance Research leads the way in chronicling the North American multifamily wealth space. Since our founding in 2003, we have published 25+ innovative studies grounded in empirical data and thoughtful analysis. This year's studies include the 2020 Young Professionals in Family Wealth Report and the 2020 Fees & Pricing in Family Wealth Report.

○   On-demand webinars, presentations, whitepapers, and other educational content brought to your desktop or handheld device

Read our complimentary COVID-19 and Family Wealth Report.

 
 

 

Access the Alliance Network and directory

○   Communicate directly with other member firms and executives

○   Instantly  and partner organizations

○   Discover Alliance Forte, our virtual rolodex of peer-recommended specialty service providers for firms and families, complete with references and exclusive offers

We provide a strong contact network for members to exchange business referrals. No matter how complex a client issue, someone in our network will have the expertise to help you solve it.
 

 

Optional half-day strategy session

○   Collaborate with Alliance leadership to plan your customized member experience

 

 

Membership upgrade: Alliance Leader Roundtables
For senior leaders in the family wealth space who wish to build relationships with like-minded executives in a collaborative, confidential environment. Alliance Leader Roundtables bring together select member executives in small peer groups to:

○   Share ideas and experiences on key issues and challenges

○   Develop new definitions, models, and frameworks

○   Explore best practices and innovative approaches

○   Shape Alliance research to advance best practices

 

 

  INQUIRE ABOUT MEMBERSHIP