Partnership

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.

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

Prospective Forte firms will be personally interviewed by FWA to determine eligibility 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 must agree to serve as an on-call reference for FWA 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.

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, active and targeted introductions to member firms, and robust avenues for exposure. Event co-hosting and private event opportunities are only available to Strategic Partners.

Strategic Partnerships are available at Premier and Platinum levels. Benefits, including co-hosting and sponsorship opportunities, choice of private event 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.