Partnership

           
    LEVEL I: FORTE   LEVEL II: FELLOWSHIP   LEVEL III:
STRATEGIC PARTNER
   

 

WE PUT RELATIONSHIPS FIRST

We welcome the involvement of organizations who serve the family wealth community as outsourced providers and specialized consultants. If you value quality over quantity, private dinners over exhibition halls, and authentic relationships over sales pitches, there is a respected place for you in our network.

To discover which partnership option is best for you, we invite you to read more below and submit an 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.

 

 
  PARTNERSHIP INQUIRY  

 

  • “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.”
 

 

LEVEL I: FORTE

The Forte program is our rolodex of peer-recommended service providers in the family wealth space. This unique program saves Alliance members valuable time discovering strategic outsource solutions to supplement their service offerings. Forte firm profiles are featured prominently in the Alliance member portal and are able to promote their status with the Alliance Forte badge.

Prospective Forte firms will be personally interviewed by the Alliance to determine suitability for the program and must meet the following requirements: 

○   Offer specialized services and solutions for family wealth firms and/or private clients

○   Provide at least three references from qualified family wealth firms, at least one of whom agrees to serve as an on-call reference for Alliance members

○   Offer a discount, complimentary consultation, or other exclusive value-add to Alliance members

Contact us for a comprehensive list of benefits and to learn more about whether the Forte program is right for you.

 
  FORTE INQUIRY  
 

 

LEVEL II: FELLOWSHIP

Alliance Fellowships are offered on an annual basis to approved Forte firms known as thought leaders in the family wealth space. Fellows collaborate with the Family Wealth Alliance to develop and share insightful, educational content across various live and digital platforms. They are able to promote their status with the Alliance Fellow badge.

Alliance Fellows enjoy additional benefits aimed at expanding visibility as a leader in the family wealth industry:

○   Submit articles, blogs, or white papers for quarterly distribution to the Alliance community

○   Submit two educational webinars for on-demand download by Alliance members

○   Opportunities to attend one regional event and the Alliance Fall Forum (Learn more about Alliance Events.)

Current Alliance Fellows include:

 

 

    

 
  Contact us for a comprehensive list of benefits and to learn more about whether Fellowship is right for you.  
  FELLOWSHIP INQUIRY  
 

 

LEVEL III: STRATEGIC PARTNER

Strategic Partnerships are our highest levels of partnership, designed for organizations who are deeply invested in building high-touch relationships within the Alliance network. A limited number of Strategic Partnerships are available and slots are highly competitive.

Strategic Partners receive expanded access to Alliance events and Alliance Research, active and targeted introductions to member firms, and robust avenues for exposure. Event co-hosting is only available to Strategic Partners.

Strategic Partnerships are available at three tiers: Platinum, Premier, and Executive. Benefits, including co-hosting and sponsorship opportunities, choice of Dine-Around and private dinner attendees, and complimentary event seats, are tiered accordingly. Speaking opportunities are limited and contingent upon expertise, event type, and content focus. Content at Alliance events is always member-driven.

Contact us for a comprehensive list of benefits and to learn more about whether a Strategic Partnership is right for you.

 
  STRATEGIC PARTNERSHIP INQUIRY  

 

  OUR PREMIER PARTNERS  
 

 

 

 

 

 
 

 

 
 

 

 
  OUR EXECUTIVE PARTNERS  
 

 

 

 

 
 

 

 
  STRATEGIC PARTNERSHIP INQUIRY