Family Wealth Alliance, LLC

Since 2003, the Family Wealth Alliance has been the only organization focused on connecting and supporting North American multifamily wealth firms. We are a collaborative, member-driven network that provides proprietary research, industry thought leadership, intimate events, and facilitated networking opportunities. The ideas brought forth by the Alliance have touched all aspects of the family wealth industry and made a positive difference in the businesses of hundreds of firms, including multifamily offices, external CIOs, high-end wealth management firms, trust companies, and the family office practices of private banks and law and accounting firms. In more than 25 industry-first study reports, we have tracked the family wealth competitive landscape, set standards and benchmarks, and synthesized industry trends and implications. Together with our members, we have curated a collaborative, peer-led community united by shared values and fueled by a desire to serve clients and the industry at the highest level.