Event Details
Our 2025 Alliance Research Study: The Economics of Family Wealth Firms is designed to arm you with reliable benchmarks and forward-looking signals so you can pressure-test and refine your own economic model. It's a deep dive into how family wealth firms make money, spend money, and set their strategic priorities.
This study brings together 60 participating North American family wealth firms, representing over $500B in assets under management and over 90,000 client relationships. Firms include multifamily offices, UHNW RIAs, and firms with a hybrid client base, each submitting comprehensive survey responses to contribute unique insights into their economics.
Content Includes:
- Part I: The Revenue Engine
- Part II: The Cost Architecture
- Part III: Economics at Scale
- Part IV: 2026 Priorities
- Part V: The Profitability Playbook
- Key Benchmarks and Sample P&Ls: By Firm Size (AUM) and Median Client Size (Net Worth)
- Interviews with Eric Sontag (Wealthspire Advisors), Tim Spidel (Spidel Burnfin), Royce Ramey (Versant Capital Management), Jenn Barry (Aaron Wealth Advisors), Nikolee Turner (Schwab Business Consulting & Education)
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 2025 Economics of Family Wealth Firms survey?
All survey participants will receive a complimentary copy of this report via email when the full report is published in Q4 2025.
Please reach out to info@fwalliance.com if you participated in the survey but have not received a copy of the report by December 31, 2025.
Non-members who did not participate in the 2025 survey ca purchase a copy of the report below.
Kindly ignore that the checkout option refers to a "ticket"!
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.
