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Thank you for an amazing 2022 Summit!

Thank you to the 100+ Alliance members, partners, and industry thought leaders who joined us in Scottsdale on February 9-11 for what might have been our best event to date. We were thrilled to provide an opportunity for old friends to spent time together and new relationships to be formed. This year, over 60% of our attendees were brand-new faces!

We are grateful for our members - old and new - and the profound connections that make our community so special. View more photos of the event here!

Coming soon: 2022 Summit session recordings will be available within the Alliance Member Portal for re-watching or sharing with colleagues who were unable to attend.

2022 Young Professionals Awards

The nominations are open! After the incredible success of our inaugural Young Professionals Awards in 2020, the Alliance is once again in search of the top young professionals under 40 in the family wealth industry. These awards honor and promote the industry's rising stars who have demonstrated success in their careers and made significant contributions to the industry.

Winners will be announced on October 18 at a special ceremony during the 2022 Fall Forum. Read about our 2020 winners here!

Nominees should be established professional leaders with a strong record of innovation and outstanding performance. Additional requirements include:

  • Nominees must be under the age of 40 as of January 1, 2022
  • Nominees must be employed at a SFO, MFO or established multifamily wealth practice
  • Nominations must be submitted by 5 p.m. ET on April 30, 2022

Multiple nominees from the same organization may be submitted and neither nominators nor nominees are required to be current members of The Alliance.

Learn more here, and get nominating!
2022 Event Calendar
March 16: Virtual YPN Meeting

March 24: Quarterly Conversations // Navigating the Complexities of Difficult Client Conversations

March 30: Family Dynamics Series: March Peer Group
April 7: CMO Leader Roundtable

April 20: Evolving Firm Leader Roundtable

April 27: CEO Leader Roundtable

April 20: Family Dynamics Series: April Peer Group

April 30: Young Professionals Award Nominations Close

May 18: Family Dynamics Series: May Peer Group

June 2: Quarterly Conversations // Technology Strategies for Family Offices

June 15: Family Dynamics Series: June Peer Group

June 16: Virtual YPN Meeting
July 13​: Inaugural Women in Wealth Event (Boston​)

July 14-15​: 2022 Summer Gathering (Boston​); Leader Roundtable Participants only

July 20: Family Dynamics Series: July Peer Group
And don't forget...

October 18-20​:
2022 Fall Forum & 2022 Young Professionals Awards (Chicago​)

December 9: Alliance Holiday Party (Chicago)

March 1-3, 2023: 2023 Alliance Summit
Voice of the Client Survey:
Now Open for Rolling Participation

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.

An exciting update: Based on overwhelming interest, we have made the strategic decision to keep the survey infrastructure open indefinitely. Instead of offering the Voice of the Client Survey every other year, firms can now participate on their own timeline.
We strongly encourage firms to participate by the end of June 2022 in order to be included in and receive insights from the first industry benchmarking report to be published later in 2022.

Learn more about the Voice of the Client Survey
John Sleeting, Katie Berganske and James Chapman of Clearwater Capital Partners join this episode of Alliance Talks to discuss how they utilized the Alliance Voice of the Client Survey. Hear about insights gained from the survey and how their firm is applying feedback from their clients. 
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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