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 have 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 business. We believe in personal connections, not passing touchpoints. Member references are available upon request.
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INQUIRE ABOUT MEMBERSHIP |
MEMBERSHIP ELIGIBILITY
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 engagement opportunities.
MEMBER BENEFITS |
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Personalized networking throughout the year
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Build firm awareness and recognition
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Intentionally curated events grounded by member-driven content
Our events range from intimate luncheons to three-day conferences. Content is always member-driven.
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Access the Alliance Library
Read our complimentary COVID-19 and Family Wealth Report.
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Access the Alliance Network and directory
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
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Membership upgrade: Alliance Leader Roundtables
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INQUIRE ABOUT MEMBERSHIP |