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2022 Fall Forum Replay

2022 Fall Forum session recordings are now available within the Alliance Member Portal for re-watching or sharing with colleagues who were unable to attend. Members and Partners only.

Watch the Replay
2023 Alliance Summit

The 2023 Alliance Summit, our members-only, C-Suite leadership retreat, will once again be held at The Phoenician in Scottsdale, AZ on March 1-3, 2023.

The industry becomes more complicated as new firms emerge and others converge. Multifamily Offices feel pressure on their operating models while they strive to continue offering high-touch, customized services to clients. As families become more complex, so do the challenges of serving them while maintaining a scalable, profitable business.

If we learned anything in the last few years, it's that building a flexible firm is key to sustainability. Flexible firms frequently revisit their “why”, service model, and operating structure to accommodate the changing needs of client families. At this event, we aim to Reimagine our business models and how we can modernize to continue serving clients while preparing for a future that is difficult to predict.

Alliance Summit Registration is limited to Members and Partners only. View the agenda below - speakers announced soon!

View agenda and register here
FWA Staff News
Please join us in welcoming Heather Moore to the FWA team as our newest Member Experience Associate! We're thrilled she'll be helping us deliver a best-in-class member experience by supporting all relationship management, programming, and event functions. Welcome, Heather!
We're also pleased to announce Sarah Sloan's promotion to Manager of Member Experience! Sarah strengthens relationships with members through a customized, best-in-class member experience and supports key initiatives like Alliance Leader Roundtables. Congratulations, Sarah!
Open for rolling participation!
Voice of the Client Survey
Our Voice of the Client Survey is a powerful, customizable, and confidential way to understand what your clients value, how well your firm is delivering on that value, and how you compare to your competitors in the industry. FWA worked with a team of experts (from Bain & Co., Charles Schwab Advisor Services, Pitcairn, Greycourt, Ballentine Partners, and WE Family Offices) to develop an industry-specific approach to evaluating and benchmarking your client experience.
Alliance Talks: Lord Abbett

The future of work seems as uncertain as ever, but there are steps that firms can take to create the best environment for their teams. Rory Melick, Partner and Head of Human Capital Management at Lord Abbett joins Alliance Talks to discuss his vision of the future of work and human capital management.
Healthcare Guide for Family Offices (Better Health Advisors)

Due to the often sensitive nature of health issues, family advisors and family office staff may be
uncomfortable raising the topic or unsure how to respond when it arises. Better Health Advisors has provided a guide with seven key steps to ensure you are addressing this aspect of holistic service.

read the full guide →
Alliance Talks: Pentastar Aviation

Calvin Ford from Pentastar Aviation joins Alliance Talks to discuss what has changed and what advisors need to know about private aviation options.
Northbound Legacy Books

An impactful strategy to honor legacy and engage the next-generation is through story. Northbound legacy books connect generations through the process of creating a bespoke keepsake, treasured for generations to come.

learn more →
New & Returning Members
New & Returning Partners
Not yet an Alliance Member? 

Whether you're a seasoned multifamily office executive or a rising star in family wealth, we offer research, thought leadership, tailored networking opportunities, and other exclusive benefits designed by and for professionals like you. 

The Family Wealth Alliance is the only membership organization focused solely on multifamily wealth firms. We actively curate a collaborative, peer-led community united by shared values and fueled by a desire to serve clients and the industry at the highest level.

learn more about membership →
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