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Welcome to the
Family Wealth Alliance
Connecting the brightest minds in family wealth to solve challenges,
share breakthroughs, and set new standards of excellence.
We connect the brightest minds in family wealth to solve challenges, share breakthroughs, and set new standards of excellence.
Through bold insights, deep relationships, and real-world solutions, we empower our members to achieve their unique definitions of success while fueling sustainable growth.
If you’ve been searching for a community where you can collaborate with peers, gain insights that matter, and benchmark your performance – you’ve found it.
After releasing more than 25 industry reports since 2003, Alliance Research has established itself as the authority on North American multifamily offices. We are experts on this complex landscape: its nuances, major challenges, and best practices. Since our founding, we have tracked the family wealth competitive landscape, published benchmarking studies, and synthesized industry trends and implications.
We released the first public listing and study of multifamily offices in North America in 2004 and established the first Multifamily Office Standards in 2005. Using a four-dimensional approach, these standards spoke to how firms could establish themselves as leaders in the multifamily wealth category. The ten core services we outlined are consistently referred to today as the gold standard of what should be provided to private clients.
We are the only membership organization focused exclusively on North American multifamily wealth firms.
This includes MFOs, external CIOs, high-end wealth management firms, trust companies, and the family office practices of law and accounting firms. We also welcome developed, professionally-run SFOs.
We are strictly B2B.
Our membership is for advisory firms only, avoiding competing constituencies.
Benefits are firm-wide (not just for the C-Suite).
Our community is collaborative.
Driven by peer exchange unmatched anywhere else in the industry, we champion modern standards of excellence for UHNW advisory firms.
Our network is broad and deep.
Our family wealth firms serve approximately 50,000 private families and advise on approximately $800 Billion of assets.
Our membership is selective.
We represent the epicenter of industry thought leadership, attracting and retaining true leaders and helping them build and foster key relationships.
Receive updates on events, research, industry thought leadership, and educational programming,
including resources and opportunities for non-members!
