We Place Families First

The Alliance is a connector of firms and families who share its core value, “We Place Families First.”

Known as an innovator, the firm chronicles, convenes, and consults.

Discover the Benefits of Working with Us


The Family Wealth Alliance connects firms and families, facilitating relationships that benefit all parties involved.

Research & Insights

A library of our extensive, proprietary body of knowledge pertaining to the arena of family wealth.


The Family Wealth Alliance hosts a number of events for firms and private families. These two groups have their own distinct events, driven by the belief that their respective discussions should be kept separate and private.