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 sponsorship options are 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.

There is no fee associated with being part of the program, and FWA does does not participate in any revenue share with Forte providers.

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 of whom must agree to serve as an on-call reference for FWA members

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

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

Strategic Sponsors receive access to Alliance Events, Alliance Research, active and targeted introductions to member firms, and robust avenues for exposure. Custom Sponsor Plans, event co-hosting, and member Dine-Arounds are exclusively available to Strategic Sponsors.

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