|LEVEL I: FORTE||LEVEL II: FELLOWSHIP||LEVEL III:
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.
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 outsourced 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:
Contact us for a comprehensive list of benefits and to learn more about whether the Forte program is right for you.
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:
Current Alliance Fellows include:
|Contact us for a comprehensive list of benefits and to learn more about whether Fellowship is right for you.|
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|