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The Family Wealth Alliance is an independent and objective resource to private families and the firms that serve them.

We help private families find best-in-class wealth managers, including multifamily offices, throughout North America. We consult with single family offices worldwide as to their operations and strategic alternatives. We host family-only events and provide objective educational curricula for all generations. The Alliance also conducts research and speaks and writes about the needs of private families to increase understanding in this arena. To learn more about this work, please visit the Families page.

The Alliance is also engaged by domestic and global firms to better understand and serve the ultra-high net worth marketplace. We conduct valuable, cutting-edge research, host workshops, help firms find and train key talent, produce standards, and speak and write to further the body of knowledge in this nascent field.  Please visit the Firms page for more details.

 

 

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