xJoin As Leader

Leader Level - $7,500 Invitation Only

Member Benefits:
	20% Discount for Unique Events (priced at $1500.00) Two Complimentary Workshops/Unveilings (priced at $975.00 per attendee) Annual Peer Group Conference Calls 10% Discount on Alliance U Tuition 10% Off Private Client Survey (MFOs/SFOs)
Published Information Benefits include your choice of two of the following three Study Reports*:
	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 20% Discount Quarterly Alliance Newsletter (comparable publications @$1500.00/year) Alliance Member Directory – Leader Firms’ Contact Information and Website listed on our Public Website

The Leader level is offered by invitation only to all qualifying firms in the family wealth industry. In order to best serve all its constituents, The Alliances 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.

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