Participation Criteria

Thank you for your interest in The Landscape of Family Wealth, a study conducted by The Family Wealth Alliance.

This is a study on the evolving landscape of family wealth in North America; as such, we are looking for a wide range of participants. If your firm advises UHNW clients on integrated wealth strategy and you wish to benchmark key success metrics and get an up-to-date view of the competitive landscape, you should participate. Eligible participants would likely be one of the following:

  • Multifamily Office/MFO
  • External CIO
  • Wealth Management Firm/RIA
  • Trust Company
  • Private Bank
  • Professionally run single family office (SFO)
  • Accounting or law firm with a family office practice

If your firm does not provide integrated wealth strategy to UHNW clients, you would not be a candidate for this study.