The Family Wealth Alliance believes that your association with us should not only be beneficial and valuable, but lead to a better understanding of the family office space. Our three levels of Involvement Choices, Executive, Leader and Advocate, while including attributes of “membership,” offer invaluable opportunities for education, networking, relationship-building and thought-sharing by way of our events and publications.
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Our UNIQUE EVENTS are collegial, intimate and promote thought and idea-sharing amongst all attendees. We strive to present timely and thought-provoking information at our events through a variety of exciting media: White Papers, panel and peer group discussions, special presentations, keynote speeches and topics of current interest and importance to our industry.
For more information on our Unique Events click below:
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Spring Events
Fall Events
Workshop Series
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Our UNIQUE INFORMATION is available to you in the form of four Proprietary Research Reports published every year for our respective research studies, a Quarterly Newsletter , and an Alliance Directory with Firm Profiles of members in all three levels, but accessible to Executive and Leader members only.
The Family Wealth Alliance will extend to Alliance Member firms a 15% discount on Involvement rates for doing business with our Premier Partner firms (listed on Alliance Involvement Choices). Additional discounts from our Preferred Provider firms will also be extended to Alliance Member firms.
