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The Alliance Offerings

Our Unique Events


CEO Roundtable & Advisor-Only
    (Spring)

Advisor Workshop Series
    (Year-Round)

MFO Forum
     (Fall)
----Qualified Participants Only


SFO Forum

    (Fall)
- - Qualified Participants Only


Our Unique Information


Alliance Proprietary Research Reports
  Multifamily Office Study
     (Fall Release)
  Single Family Office Study
     (Fall Release)
  Client Satisfaction Study
     (Spring Release)
  Family Research Series
     (Spring Release)


Alliance Publication
  Quarterly Newsletter

Alliance Directory

  Access to Executive & Leader
     Members Only
  All Member Firm Profiles are Included

35% Discount for Unique Events
3 Comp. Advisor Workshops
1 Comp. CEO Roundtable Registraton
Semi-Annual Peer Group Conf. Calls

All 4 Study Reports
Quarterly Alliance Newsletter

     

20% Discount for Unique Events
2 Comp. Advisor Workshops
Annual Peer Group Conf. Call

Choice of 3 of 4 Study Reports
Quarterly Alliance Newsletter

0% Discount for Unique Events
Attendance by Invitation Only
1 Comp. Advisor Workshop

Choice of 1 of 4 Study Reports
Quarterly Alliance Newsletter

 
Receive a 15% Discount from The Alliance for doing business with our Premier Partner firms below.
Receive additional discounts directly from our Preferred Provider firms for being a member firm of The Alliance.
     
Hub International Personal Insurance State Street Corporation Grubb & Ellis Realty Investors
Pershing Advisor Solutions TIAA-CREF Life Insurance Company DWS Scudder Distributors, Inc.




 
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