Thank you for your interest in Catalyst, powered by The Family Wealth Alliance (FWA)!

Catalyst is a curated access program designed to help advisors build their center-of-influence network with greater speed, confidence, and intention. We serve as the trusted connection between you and vetted specialists who can support the complex needs of your ultra-high-net-worth (UHNW) clients. All service providers have been recommended by family wealth firms, evaluated by FWA, and offer specialized support for UHNW clients.

Subscriber Eligibility & Application:

- Only advisors with at least five current UHNW clients, $30m+ net worth each, are eligible to subscribe to Catalyst.

- The annual subscription is priced at $5,000 per advisor with a limit of three service provider requests per month.

Available Catalyst categories:


  • Art collection manangement
  • Legacy services
  • Cyber and physical security
  • Legal support
  • Education for client families
  • Private aviation
  • Family business consulting
  • Philanthropy
  • Family dynamics consulting
  • Property and human capital management
  • Healthcare consulting and advocacy
  • Travel and lifestyle services
  • P&C, Health, and Life Insurance
  • Trust services
To access a detailed description of the service categories available within the Catalyst network click here.


Please complete the application below to indicate your interest in joining this program. Admission is subject to availability and eligibility.

Question Title

1. Schwab Ambassador Name (Required.)

Question Title

2. Advisor Information (Required.)

The next two questions are regarding the total assets under management (AUM) and assets under advisement (AUA) of your firm.

AUM refers to:
  • Assets being managed by your firm.
  • Assets of clients for which your firm makes decisions or has varying degrees of discretion.
  • Assets for which your firm may design and/or implement an investment policy and asset allocation.
  • Assets may be managed by third parties at the direction of your firm.
Do NOT include non-managed and other assets (including illiquid or unique assets) held by clients of your firm for which your firm does not have investment discretion.

AUA includes:
  • Assets being managed by your firm.
  • Assets of clients for which your firm makes decisions or has varying degrees of discretion.
  • Non-managed and other assets (including illiquid or unique assets) held by clients of your firm for which your firm does not have investment discretion.
Estimates are acceptable.

Question Title

3. What are the total assets under management (AUM) for your ENTIRE firm? (Required.)

  Number (round to the nearest) Million / Billion / Trillion
AUM

Question Title

4. What are the total assets under advisement (AUA) for your ENTIRE firm?

  Number (round to the nearest) Million / Billion / Trillion
AUA

Question Title

5. How many total client relationships does your firm have? Please enter a whole number. Estimates are acceptable. (Required.)

Question Title

6. What is the estimated median client size at your firm, in terms of assets under management (AUM)?

The median is the middle value in your firm's distribution of clients by size.
 (Required.)

Question Title

7. How many of your client relationships have a net worth of $30 million or more? (Required.)

Question Title

8. Do you currently offer any in-house family office services to those clients? If yes, please list the services provided.

Question Title

9. Assuming you are approved for a program subscription, do you have an immediate client need you are seeking support for? If yes, please list the category of service provider needed.

Question Title

10. Do you have interest in connecting with resources in the following categories? (Mark all that apply) (Required.)

By submitting this application:

1. I understand that I am paying for a subscription service that connects me to solution providers that uniquely serve UHNW clients, but:

a. I must do my own due diligence on the vendors and services/solutions are not guaranteed.

b. The fees and pricing of services are often tailored to UHNW individuals; therefore, it may be cost prohibitive for other affluent clients.

2. I understand that through my subscription, I may submit no more than three service provider requests per month, for 12 consecutive months, and all requests must come directly from me. If other advisors at my firm need similar support, they must purchase their own subscription.

3. I understand that service provider requests are limited to the approved categories outlined in the program.
Thank you for your submission. We will connect soon on next steps.
( Privacy & Cookie Notice

T