The Family Wealth Alliance is proud of our results. Here is a summary of our accomplishments:

Notable Firsts & Recognition

• Hosted first-ever conference devoted to Strategic Outsourcing in 2003
• Inaugural listing of MFOs in North America with Bloomberg Wealth Manager in 2004
• Released the first-ever published Standards for MFOs in 2005
• Nominated by Private Asset Management for Firm of the Year in New York in 2006
• CEO shared the podium with FOX Founder & CEO Sara Hamilton at IIR’s Opening Session of their 14th Annual Family Office Forum in Chicago in 2007
• Celebrating its fifth year anniversary in July 2008, The Alliance remains a privately-held firm

Media Coverage

• Private Asset Management – numerous articles and mentions
• Financial Times – February 7, 2007
• Barron’s – October 22, 2007
• The Wall Street Journal – January 3, 2008
  New York Times – March 18, 2008
• Worth – special sections in 2006 thru 2008 – the latest in their May issue on Family Education

Research/Publishing

• 5th Annual MFO & Inaugural SFO Study – Spring 2008 Launch & Fall 2008 Release
• Inaugural Client Satisfaction Study & Family Research Series (the latter will study Next Generation Issues in conjunction with the Family Business Consulting Group) – both
  Fall 2008 Launches & Spring 2009 Releases

Speaking Venues

• Kickoff Speaker at IIR’s 15th Annual Family Office Forum in June 2008 in Chicago
• Schwab Institutional’s IMPACT in October 2007 in Las Vegas & IMCA’s Spring Event in May 2008 in New Orleans: Both events marked the first time the family office space was addressed
• Campden’s European Family Office Conference in London in 2003 & their Asia-Pacific Family Office Conference in Hong Kong in 2005
• Milken Institute’s Annual Global Conference in 2005 & 2006 in Beverly Hills
• Leadoff Faculty of Chubb’s Advanced School near Los Angeles & New York in 2005-2007

Invitation-Only Events

• CEO Roundtable: Inaugural event in May 2007 in Sonoma with 42 heads of family wealth industry firms in attendance; April 2008 gathering hosted with over 70 leaders in Chicago
• MFO/SFO Forum: October 1-3, 2008 in Chicago, unveiling of the firm’s latest research
• FortyMINUS: Featuring the first-ever gathering of emerging family wealth industry leaders of today and tomorrow - planned for November 2008 in Boston

Consulting and Placements

• Assignments include placing private families with MFOs, strategic business plans and benchmarking for SFOs, and corporate M&A advisory and executive search consults
• Builds on the strength of The Alliance’s extensive database, solid research capabilities, key relationships, and objective insights of the family wealth space