FOUNDER EMERITUS
Thomas R. Livergood
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Tom Livergood founded The Family Wealth Alliance in 2003 and later created a sister company called Bespoke: The Private Family Advocate. Tom grew up in a third-generation family business in Central Illinois that was sold while he was in college in the 1970s. After that, he simply grew up in this business - first as a financial planner in the 1980s with CIGNA, then as a private banker with the Harris Bank of Chicago in the 1990s. In the early part of the 2000s, Tom was a Director at Family Office Exchange, charged with starting their MFO community.
Named three times by Worth magazine as one of the Top 300 Financial Advisors in North America, he has held many volunteer positions, including being a founding national director of the 30,000-member Financial Planning Association at the time of its merger in the year 2000. Tom also held the CFP® certification from 1995 through 2008.
Tom and his organizations have been recognized as innovative leaders in the family wealth space. He has spoken at numerous gatherings throughout North America - including three times at Schwab’s IMPACT, as well as in London and Hong Kong. Tom has also appeared and been quoted in national print, broadcast, and online media. A double graduate of Bradley University, he holds the BA in Liberal Arts and the MBA in Finance.
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