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Welcome to the Family Wealth Alliance

Become part of a premier network of family wealth firms. Access exclusive resources, industry
insights, and opportunities to connect with peers and leaders in the field.

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We connect the multifamily wealth community.

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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Why we're different

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.

Our heritage is our strength

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.

Benefits of membership

Personalized networking and education for family wealth professionals

Intentionally curated gatherings grounded by thought-provoking content

Valuable avenues for firm awareness and recognition

Access to specialized expertise and strategic partnerships to support your firm's continued growth

Proprietary industry research and thought leadership specific to the multifamily wealth space

Opportunities to mentor, share insights, and shape the future of the multifamily wealth profession

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Upcoming Events

Alliance Connects: Executive Women - 15th July 2033

Jul 2033

Female CEOs and Presidents of FWA member firms are invited to join us for a one-day roundtable for Family Office Executive Women. We know the power of community first-hand. We’ve also seen the enthusiasm and camaraderie that perm… Read more

2025 Alliance Summer Gathering: The New Face of Wealth - 15th July 2033

Jul 2033

On July 15-16, 2025, we invite you to join us in Boston for an Alliance Summer Gathering that will challenge – and ultimately elevate – your approach to family wealth management. The New Face of Wealth: Understanding Rising Gen Clients&nb… 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!

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CONTACT US

info@fwalliance.com

UPCOMING EVENTS

2025 Alliance Fall Forum: Forward Focus
October 27 - 29

Alliance Connects: Young Professionals
October 27

LATEST LIBRARY

Quarterly Conversations: Optimizing Team Structures
September 10, 2025

Crafting Client Experiences for the Rising Gen
July 16, 2025

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