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We connect the brightest minds in family wealth to solve challenges, share breakthroughs, and set new standards of excellence. Through bold insights, deep relationships, and real-world solutions, we empower our members to achieve their unique definitions of success while fueling sustainable growth.
If you’ve been searching for a community where you can collaborate with peers, gain insights that matter, and benchmark your performance – you’ve found it.
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Learn more about membership.
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We are the only membership organization focused exclusively on North American multifamily wealth firms. This includes MFOs, external CIOs, high-end wealth management firms, trust companies, and the family office practices of law and accounting firms. We also welcome developed, professionally-run SFOs.
We are strictly B2B. Our membership is for advisory firms only, avoiding competing constituencies. Benefits are firm-wide (not just for the C-Suite).
Our community is collaborative. Driven by peer exchange unmatched anywhere else in the industry, we champion modern standards of excellence for UHNW advisory firms.
Our network is broad and deep. Our family wealth firms serve approximately 120,000 private families and advise on over $1 Trillion of assets.
Our membership is selective. We represent the epicenter of industry thought leadership, attracting and retaining true leaders and helping them build and foster key relationships.
After releasing more than 25 industry reports since 2003, Alliance Research has established itself as the authority on North American multifamily offices. We are experts on this complex landscape: its nuances, major challenges, and best practices. Since our founding, we have tracked the family wealth competitive landscape, published benchmarking studies, and synthesized industry trends and implications.
We released the first public listing and study of multifamily offices in North America in 2004 and established the first Multifamily Office Standards in 2005. Using a four-dimensional approach, these standards spoke to how firms could establish themselves as leaders in the multifamily wealth category. The ten core services we outlined are consistently referred to today as the gold standard of what should be provided to private clients.
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Personalized networking and education for family wealth professionals
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Intentionally curated gatherings grounded by thought-provoking content
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Valuable avenues for firm awareness and recognition
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Access to specialized expertise and strategic partnerships to support your firm's continued growth
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Proprietary industry research and thought leadership specific to the multifamily wealth space
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Opportunities to mentor, share insights, and shape the future of the multifamily wealth profession
Alliance Connects: Executive Women. is invite-only and exclusively for female CEOs and Presidents of FWA member firms. We know the power of community first-hand. We’ve also seen the enthusiasm and camaraderie that permeates the room when you br… Read more
Alliance Connects for AI Strategy Leaders is invite-only and exclusively for specialized leaders at FWA member firms. During this roundtable discussion with trusted peers, we expect to cover a wide range of topics around artificial intelligence, including benefits,… Read more
Alliance Connects for Chief Investment Officers is invite-only and exclusively for specialized leaders at FWA member firms. During this roundtable discussion with trusted peers, we expect to cover a wide range of topics, including private asset platforms, investmen… Read more
Alliance Connects for Philanthropy Leaders is invite-only and exclusively for specialized leaders at FWA member firms. During this roundtable discussion with trusted peers, we expect to cover a wide range of topics around philanthropy impact in family offices and t… Read more
AGENDA Note: The room block is now sold out. There may still be availability by booking directly at the hotel. Further Together is a cross-generational conversation between current executives and emerging leaders on how to design, sustain, and evolve high-p… Read more
Information coming soon Note: Quarterly Conversations webinars are exclusive to FWA members. Any non-member registration will be canceled. If you are unable to attend live, the webinar recording will be available to members in the FWA portal. Read more
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Subscribe to our monthly newsletter, The Alliance Communique, to receive updates on events, research, industry thought leadership, and educational programming, including resources and opportunities for non-members!