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Executive Level - $12,500 Invitation Only

Member Benefits:

 

35% Discount for Unique Events
   (priced at $1500.00)
Three Complimentary Workshops/Unveilings
   (priced at $975.00 per attendee)
One Complimentary CEO Roundtable
    Registration (priced at $750)
Annual Strategic Call with the Alliance
Semi-Annual Peer Group Conference Calls
15% Discount on Alliance U Tuition
15% Off Private Client Survey (MFOs/SFOs)

Published Information benefits include all of the following:

 

Multifamily Office Study
   - Fall Release (priced at $975.00)
Single Family Office Study
   - Fall Release (priced at $975.00)
Private Client Survey Report
   - Spring Release (priced at $975.00)

    * Additional Research Reports at 35% Discount

Quarterly Alliance Newsletter
   (comparable publications @$1500.00/year)
Alliance Member Directory
   – Executive Firms listed first.  Executive Firms’
      Profile, Website and e-mail Hot-Linked on our
      Public Website

The Executive level is offered by invitation only to all qualifying firms in the family wealth industry. In order to best serve all its constituents, The Alliance believes it is critical to ascertain our best-fit with the firms that come into our fold. Accordingly, we would like to have a “mutual best-fit interview” with any firm that wishes to join at this level.

Executive - Paid Annually $12,500.00

Executive - Paid Monthly $1,166.67

Please call Kathy Harbke at 630-684-2210 or email Kathy@FWAlliance.com to schedule an appointment for joining.



 
INVOLVEMENT CHOICES
JOIN AS EXECUTIVE
JOIN AS LEADER
JOIN AS ADVOCATE
 
 
 

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