Skip to Main Content

Membership

    Membership

     

             
      MULTIFAMILY OFFICES
    & EXTERNAL CIOs    		   WEALTH MANAGEMENT FIRMS   TRUST COMPANIES
    PRIVATE BANKS
    LAW & ACCOUNTING FIRMS    		   LARGER, PROFESSIONALLY-RUN SINGLE FAMILY OFFICES  

     

    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 which 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.

     

    		  
      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 offices or other 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 and below $30 million total net worth

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

    ○   The family office practices of law and accounting firms, trust companies, and private banks

    ○   Developed, professionally-run single family offices, typically with $1Bn+ AUM and 25+ households

    Firms must be based in North America. We are exclusively focused on the multifamily wealth space; we do not target 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

    		  
     

    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.

    ○   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.
     

     

    Custom Member Plans

    ○   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