The Family Wealth Alliance is often approached by private families, family businesses, and existing family offices and private foundations for assistance.

We couple our core value of “We Place Families First” with our industry and marketplace intelligence and research, allowing our private family clients to take advantage of The Alliance’s special third-party position in this arena.

From exploring strategic alternatives, working with other professionals and advisors to facilitate family meetings, and exploring best-fit outsource providers that solve complex needs, The Alliance can form a customized team to find and implement solutions that make sense for each private family. And because The Alliance takes no finders fees and only retained fees from the client family, this economic model ensures objectivity when discussing alternatives and making recommendations.