Event Details
In 2024, FWA embarked on another in-depth exploration of fee levels and practices among North American family wealth firms. Our goal: provide up-to-date benchmarking and best practices based on today's unique dynamics, challenges, and opportunities.
The ensuing report is informed by survey data from 108 family wealth firms. It covers:
- Fee methodologies for standard family office "bundles" as well as a la carte services;
- Benchmarking of fee levels for asset-based, retainer, and blended fees;
- Analysis of how fee approaches and levels have changed over the past decade of Alliance Research;
- New data on trust services, householding practices, discounting, and fee administration;
- And potential areas of risk and opportunity.
Is your firm already a member of FWA?
As part of FWA membership, your firm can download a complimentary copy of this report in the on-demand library within our member portal.
You must log in to access the member portal. Please reach out to info@fwalliance.com if you need assistance.
Did your firm participate in the 2024 Fees & Pricing in Family Wealth survey?
All survey participants have received a complimentary copy of this report via email.
Please reach out to info@fwalliance.com if you participated in the survey but have not received a copy of the report.
Non-members who did not participate in the 2024 survey can purchase a copy of the report below.
Kindly ignore that the checkout option refers to a "ticket"!
Please allow up to one business day for the report to be delivered to your inbox; FWA staff reserves the right to review and approve all purchase requests. Once approved, we will send the PDF to the email address you provide during checkout.
