xAlliance Involvement Choices

The Alliance Offerings	Our Unique Events CEO Roundtable & Spring Event 360 Industry Veterans: By Invitation Only Workshop & Unveiling Series Year-Round & Held Regularly Fall Forum Qualified Participants Only: Executives of SFOs, MFOs & Our Premier Partner Firms	Our Unique Information Alliance Proprietary Research Reports Multifamily Office Study (Fall Release) Single Family Office Study (Fall Release) Private Client Survey (Spring Release) Alliance Publication Quarterly Newsletter Alliance Directory: Online & PR Executive & Leader Members Only Listed on Public Side of Alliance Website & Released via PR

Executive $12,500 Invitation Only	√ 35% Discount for Unique Events √ 3 Complimentary Workshops/Unveilings √ 1 Complimentary CEO Roundtable √ Annual Strategic Call w/The Alliance √ Semi-Annual Peer Group Conf. Calls √ 15% Discount for Alliance U Tuition √ 15% Off Private Client Survey (MFOs/SFOs)	√ Includes All 3 Study Reports √ Additional Research Reports at 35% Discount √ Executive Firms Listed First on Our Public Website √ Your Firm’s Profile, Email & Website Hot-Linked on Our Public Website √ Quarterly Alliance Newsletter

Leader $7,500 or $3,750* Invitation Only	√ 20% Discount for Unique Events √ 2 Complimentary Workshops/Unveilings √ Annual Peer Group Conf. Call √ 10% Discount for Alliance U Tuition √ 10% Off Private Client Survey (MFOs/SFOs)	√ Includes Choice of 2 of 3 Study Reports √ Additional Research Reports at 20% Discount √ Your Firm’s Listing & Contact Info on Public Website √ Quarterly Alliance Newsletter


	* This Leader membership level is limited to advisory firms (non-MFOs & SFOs) with 10 or fewer FTE employees