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Catalyst Application

Catalyst, powered by The Family Wealth Alliance (FWA), is an exclusive curated access program that helps Schwab advisors build their network of trusted experts essential to serving those with complex needs. Catalyst is designed for advisors who serve multiple ultra-high-net-worth (UHNW) families and have exceedingly high standards for service providers they recommend to these clients. All service providers are recommended by family wealth firms, vetted by FWA, and prioritize complex client needs.

Subscriber Eligibility:

Catalyst is designed for eligible Schwab advisors who:
  • Serve at least five UHNW clients, each with a net worth of $30 million or more
  • Encounter complex client needs requiring specialized expertise
  • Value carefully reviewed providers and relationship-based introductions
  • Seek to build a stronger network of specialized partners to serve UHNW families

Catalyst provides access to specialists across 14 categories, including:
  • Art collection management
  • Cyber and physical security
  • Education for client families
  • Family business consulting
  • Family dynamics consulting
  • Healthcare consulting and advocacy
  • Legacy services
  • Legal support
  • P&C, health, and life insurance
  • Philanthropy
  • Private aviation
  • Property and human capital management
  • Travel and lifestyle services
  • Trust services
Click here to access a detailed description of each category

Annual subscription: $5,000 per individual advisor.

Admission is subject to eligibility and availability. Please complete the application below to indicate your interest in joining this program.
1.Schwab Ambassador Name(Required.)
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.
3.What are the total assets under management (AUM) for your ENTIRE firm?(Required.)
Number (round to the nearest)
Million / Billion / Trillion
AUM
4.What are the total assets under advisement (AUA) for your ENTIRE firm?
Number (round to the nearest)
Million / Billion / Trillion
AUA
5.How many total client relationships does your firm have? Please enter a whole number. Estimates are acceptable.(Required.)
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.)
7.How many of your client relationships have a net worth of $30 million or more?(Required.)
8.Do you currently offer any in-house family office services to those clients? If yes, please list the services provided.
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.
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 and verified specialists 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.
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