STUDY SUMMARY
This year's Alliance Research study examines how family wealth firms define, measure, and achieve organic growth. It explores how firms set growth goals and establish accountability across teams, including the role of incentives, training, and culture in supporting business development.

We'll also investigate the popularity and effectiveness of different marketing channels, referral sources, and team structures. By linking growth outcomes to internal practices, we aim to identify the behaviors and structures most closely associated with above-average and sustained organic growth in the UHNW space, as well as set clear benchmarks for our industry.


PARTICIPATION CRITERIA
This study is designed for North American family wealth firms. All eligible participants who complete this survey will receive a copy of The Family Wealth Alliance's final report, estimated Q4 2026. Eligible participants would likely be one of the following:
  • Multifamily office/MFO
  • Wealth management firm/RIA ($1B+ AUM, at least some clients with $30M+ net worth)
  • Trust company
  • Family office practice within a bank, accounting firm, or other institution
  • Single family office/SFO (if professionally run, 25+ households, multigenerational)
Firms considered "service providers" rather than family wealth firms are not eligible. Firms who do not serve clients of $30M+ net worth or higher are not eligible.
 
 7% of survey complete.
( Privacy & Cookie Notice

T