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Alliance members represent some of the nation’s leading firms that serve high net worth families. They comprise family office providers, wealth management firms, investment advisors, as well as outsource providers of insurance, risk mitigation, medical and other services.
This Directory lists our top two levels of membership and does not reflect a complete listing of our member firms. Our single family office member firms are also unlisted to honor their request for anonymity.
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| Alliance Leaders are leading service providers in the private wealth arena. Please access the links to their comprehensive Firm Profiles, website and contact information included in this Directory. | Premier Partners sponsor The Alliance’s two annual proprietary research studies: the Multifamily Office Study or the Single-Family Office 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. |
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| 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. | These are Multifamily Offices located across North America that support our annual Single-Family Office Study. Their championship of our research demonstrates these industry stalwarts’ responsiveness to the changing needs and new challenges of private families. Please view their firm profiles for more information on their family office services. |