 |
Alliance Partner and Alliance Member firms represent a cross section of North American organizations serving private families. They comprise family office providers, wealth management firms, investment advisors, as well as outsource providers of insurance, risk mitigation, educational offerings, medical and other services.
These organizations have demonstrated their commitment to the family wealth community by investing their financial capital - as well as their people and time - to The Alliance’s efforts. We are most appreciative of their continued support. While all the firms listed in this Directory provide some level of financial support to The Alliance, this directory does not reflect a complete listing of our member firms. Our single-family office member firms are unlisted to honor their request for anonymity.
 |
 |
| Alliance Leaders are diversified service providers in the private wealth arena. Please access the links to their comprehensive Firm Profiles, website and contact information included in this Directory. They have invested more in financial and other capital to The Alliance’s efforts than our Advocate member firms and are therefore listed first, in alphabetical order. You will enjoy learning more about our Leader firms in their customized firm profiles. | Premier Partners provide financial and other forms of support to one or more of The Alliance’s four annual proprietary research studies: the Multifamily Office Study, the Single-Family Office Study, the External CIO Study, and the Alliance Security Study. Their Partner Firm Profiles and informative White Papers in this section attest to their commitment to serving the evolving needs of the private wealth community. |
 |
 |
| Alliance Advocates provide a wide range of services to private families. Please contact the firm representative listed to learn more about their firm and how they can serve your needs. Their full contact info is listed, as well as a link to each organization’s website. | Supporting Partners are Multifamily Offices located across North America that financially and otherwise, support our annual Single-Family Office Study. Their championship of our research demonstrates their responsiveness to the changing needs and new challenges of private families. Please view their firm profiles for more information on their family office services. |