The Alliance Report ™

Alliance Research
Webinar Playback: New Client Reporting Study Release & Not All External CIOs Are The Same

Webinar hosted on Wednesday, April 16, 2014

Please join The Family Wealth Alliance as we host Leo J. Dolan, Jr. (Brinker Capital) for a closer look at external CIO firms and why a broad, unique range of Investment and Non-Investment Options is making a difference! We will also be discussing the findings of our most recent Alliance Research, released in early April.

Click here to watch the ... more


Alliance Research
2013 Inaugural Client Reporting Study

Press release Alliance Client Reporting Study Press ... more


Alliance Research
Webinar Playback: Investment Outlook for 2014 & Latest Trends in Banking

Together with our Alliance Partner Firms, TriState Capital and Rockefeller & Co., we would like to invite you to participate in our Alliance Webinar.

Chuck Fawcett (TriState Capital) will be discussing trends and updates in banking, and John O'Hara (Rockefeller & Co.) will discuss investment outlooks for 2014.

Click here to ... more


Alliance Research
Webinar Playback: Risk Parity and Rethinking Absolute Return

Slide Deck



Risk Parity and Rethinking Absolute Return Video



Listen in for a discussion as The Family Wealth Alliance hosts Kevin Kneafsey, Schroders, and Tom Wilson, Brinker Capital, for an in-depth discussion of Risk Parity and Rethinking Absolute Return in this latest installment of  The Alliance 2013 Webinar Series, Continued ... more


Alliance Research
Webinar Playback: Gaps in Family Office Security - An Opportunity for Awareness

Risk Control Strategies White Paper: Combatting Cyber Security Risks

Slide Deck

 
Listen in for a lively discussion of the Inaugural Alliance Security Study 2012, and a round of Q&A featuring Paul Viollis, Risk Control Strategies, with Tom Livergood and Kate McBride of The Alliance. We'll include your questions, too, in this latest installment of the The Family Wealth Alliance webinar series, Continued Conversations.

Threats to private families take many forms. Some are chronic, with sustainability emerging as the number one risk, according to single-family office participants. Others are acute, such as travel and health risks, or when a natural disaster strikes. Yet ... more


Alliance Research
Webinar Playback: Solving the Succession Planning Problem and The Alliance 2012 MFO Study Strategic Marketing Results

Webinar Recording


Rothstein Kass Whitepaper: Solving the Succession Planning Problem

Slide Deck

This next installment of The Alliance webinar series, entitled Continued Conversations, features Rick Flynn of Rothstein Kass and Bob Casey of The Family Wealth Alliance. The webinar will be moderated by Kathleen McBride, and will include a brief introduction from Tom Livergood, both of The Family Wealth Alliance.

Rick Flynn, Principal of Rothstein Kass, will present his brand-new whitepaper, "Solving the Succession Planning Problem," which explores the tough and often emotionally charged questions that arise in any and every transitional family office situation. He will suggest ways to open the succession discussion with ... more


Alliance Research
2012 Multifamily Office Study Participant List

Abbot Downing, a Wells Fargo Business
Acacia Wealth Advisors, LLC
Arlington Family Offices
Ascent Private Capital Management of U.S. Bank
Aspiriant
Athena Capital Advisors LLC
Atlantic Trust
Ballentine Partners, LLC
BBR Partners
Bessemer Trust
BNR Partners
Delegate Advisors, LLC
Envoi, LLC
Federal Street Advisors
Filament LLC
Financial Controllers, Inc
GenSpring Family Offices
Glenmede
Greenway Family Office
Halbert Hargrove
Harris myCFO
Hawthorn, PNC Family Wealth
Hillview Capital Advisors, LLC
Legacy Trust Family Wealth Office
Lowenhaupt Global Advisors, LLC
Manchester Capital Management LLC
Matter Family Office
Meristem, LLP
Mirador Family Wealth Advisors
Ohana Advisors LLC
Optivest, Inc.
Pathstone Family Office, LLC
Pepper International, LLC
Pitcairn
Plante Moran Financial Advisors
Rockefeller & Co.
Rothstein Kass Family Office Group
Savant Capital Management
Signature
Silver Bridge Advisors, LLC
Silvercrest Asset Management LLC
Threshold Group LLC
Tolleson Wealth Management
Truepoint Inc.
U.S. Trust Family Office
Vogel Consulting
Waldron Wealth Management
Waypoint Advisors
Whittier Trust ... more


Alliance Research
Next Gen and Social Media: What are the Implications for Families and Family Offices? (Webinar)

Join The Family Wealth Alliance as we partner with HUB International for the premier installment of the 2013 Webinar Series, Continued Conversations.
Title: Next Gen and Social Media: What are the Implications for Families and Family Offices?
Date: Wednesday, April 24, 2013
Time: 2:00 PM EST, 1:00 PM CST
 


Register ... more


Alliance Research
Alliance Research - 2013 Partner Summit

A presentation of The Alliance's findings unveiled at the 2013 Partner Summit in Florida.

Click here for the .pdf ... more


Alliance Research
2nd Annual External CIO Study 2012

... more


Alliance Research
5th Annual Single-Family Office Study 2012

... more


Alliance Research
2012 Fall Forum Keynote Speaker - The Euro Financial Crisis (Video)
Greg Curtis, Greycourt & Co

Greg Curtis outlines his view of the ever-evolving European Financial Crisis and what he believes is their only way ... more


Alliance Research
2012 Fall Forum Keynote Speaker (Video)
Greg Curtis, Greycourt & Co.

The Stewardship of Wealth - Why Does it Matter?  Why is private capital here in the United States so important for the rest of the world?  Why is our mindset here about entrepreneurship and wealth so fundamentally different from elsewhere around the globe and why is it so important that this mindset and attitude towards private capital sustains?  Keynote Speaker Greg Curtis has the ... more


Alliance Research
2012 Fall Forum Expert MFO Panel (Video)
Best Practices in Client Education

Rob Elliott of Bessemer Trust, Kathy Lintz of Financial Management Partners, and Jamie Weiner of Inheriting Wisdom share their firms' best practices in the realm of family ... more


Alliance Research
2012 Fall Forum Expert SFO Panel (Video)
Challenges & Opportunities in Client Education

Ken Kilroy of Trailhead Advisors, Laird Koldyke of Winona Capital, and Loraine Tsavaris of Rockefeller Financial sit down and discuss the challenges and opportunities they face when trying to build an effective family education ... more


Alliance Research
Critical Decisions Slides - Fall 2012

The Family Wealth Sandbox, approx. $5.25 trillion, and the shifts in the market are significant; insights and the Four Pillars of Scalable Services; 9th Annual MFO Study, 5th Annual SFO Study, 2nd Annual Ext. CIO Study, and the Inaugural Security Study included in the ... more


Alliance Research
9th Annual MFO Study Slides - Fall 2012

Multifamily offices enjoy solid gains in assets and client rosters; firms chafe at restraints on growth, employ new strategies to boost business development; ties with SFOs continue to gain ground; and can you tweet? MFOs try their hand at social ... more


Alliance Research
5th Annual SFO Study Slides - Fall 2012

Dodd-Frank uncertainty clears as regulation goes into effect, compliance costs hit many Single-Family Offices in the pocketbook, sustainability grows as a major concern, and generational transitions, poor investment returns, and family cohesion are among contributing ... more


Alliance Research
External CIO Panel I - Final (Video)

Bill Miller, Brinker Capital
Chuck Widger, Brinker Capital
Brandon Thomas, Investnet PMC
Gib Watson, Investnet Prima Capital

Hear these four experts and industry leaders discuss the Ext. CIO services they provide: assistance in global capital market assumptions, asset allocations strategies and modeling, portfolio construction services.  Learn the philosophy, scope and reach of their firms and how they are complimentary in their suite of services to advise, invest, manage and ... more


Alliance Research
External CIO Panel II

Kristi Keuchler, Lattice Strategies, John Bailey, Spruce Private Investors, and Garb Mechigian, CTC Consulting discuss primary advisors, traditional consulting, and discretionary outsourced advisors. Hear how client families prefer advisors they can trust, that can bring expertise, manage risk and define their ... more


Alliance Research
Phil Roosevelt Editor-In-Chief, Barron’s Penta: Families, Wealth and History (Video)

“It’s not just families that you’re trying to understand, it’s understanding individual people that make it all work.  You all are in the people business, understanding people will make everything easier.” Hear Mr. Roosevelt’s perspectives on the $41 trillion wealth transfer in the first half of this century,  lifestyle, next generation concerns and his recollections of his family’s early ... more


Alliance Research
Critical Decisions Slides - Spring 2012

Take at look at the future of our industry.  The family wealth market ~  and its trends  ~  now require new strategies.  The information in our Critical Decisions report will provide clarity to understand the changing landscape and ... more


Alliance Research
2nd Annual External CIO Study Slides - Spring 2012

The External CIO market is complex.  The markets are in turmoil.  Our Study results provide information to bring clarity to the role of the Ext. CIO, demographics, and new ... more


Alliance Research
Preliminary Inaugural Security Study Slides - Spring 2012

Threats, vulnerabilities, risks.  How to prepare? The information provided in our first Security Study will assist you in protecting your client families. The Study represents the responses of twenty-four member firms on risks, threats, and management ... more


Alliance Research
Top Challenges Facing MFOs in 2012
Firms identify their concerns.
by Bob Casey

In the Eighth Annual Multifamily Study, we asked firms to list their top challenges: "What are the biggest challenges facing your firm?" Please see below the changes in responses from 2010 to 2011. See the "Top Twelve" list ... more


Alliance Research
MFO Growth Expectations Remain Strong
Larger firms may be unduly optimistic.
by Bob Casey

As a group, MFOs see their firms expanding at a strong clip. Those with more than $5 Billion in assets under advisement expect an average growth rate of 16.2 % over the next three years. That may be unduly optimistic, given the 6.8 percent growth rate the top tier firms in 2010, but expectations among smaller ... more


Alliance Research
SFO Confidence Drops on Fiduciary Issue
Bob Casey on one of the challenges facing SFOs in 2011
by Bob Casey

One challenge facing SFOs in 2011 is meeting the evolving standards required of fiduciaries that provide complex services such as investments or trust supervision.

Confidence in their ability to meet these standards dropped in this year's study, as the share of respondents who say they were not fully confident about meeting fiduciary standards rose to 34.1 percent from 21.2 percent in last year's study. In general, confidence was ... more


Alliance Research
2011 MFO Client Relationships Up by 4.5%
2011 MFO Study by The Family Wealth Alliance
by Bob Casey

In 2011, the growth in client relationships showed wide variation among the firms in the study. Overall, client relationships were up by 4.5%, but the changes ranged from a robust 44% gain by the top firm to a drop of 13% in client relationships at the last-placed firm. In this category of growth, the $5 Billion-plus firms lagged. Their average growth in ... more


Alliance Research
4th Annual SFO Study Slides - Fall 2011

View the study overview slides presented at the Alliance Fall Forum in October ... more


Alliance Research
8th Annual Multifamily Office Study 2011

In this eighth-annual Multifamily Office Study, we see us becoming a field of “Haves and Have Nots” in terms of two themes: growth and innovation. While scalability remains critical, with the largest firms seemingly in command, they are finding themselves the “Have Nots” when it comes to their lack-luster growth. This emerging development could be a sign of a “leveling of the playing field” in the years to ... more


Alliance Research
4th Annual Single-Family Office Study 2011

In this fourth-annual Single-Family Office Study, we reveal that twin concerns – acute and chronic – are driving the way most family offices are confronting their reality. In the near term, executives are still uncertain of how to react to the looming storm of the Dodd-Frank SEC regulations. Families are also faced with the climate change of sustainability, with an emerging concern in the coming years about generational and family office ... more


Alliance Research
8th Annual MFO Study Slides - Fall 2011

View the study overview slides presented at the Alliance Fall Forum in October ... more


Alliance Research
Critical Decisions Slides - Fall 2011

View the critical decisions overview slides presented at the Alliance Fall Forum in October of ... more


Alliance Research
Inaugural External CIO Study 2011

In this ground-breaking, inaugural study, firms indicated that their biggest challenge is marketplace awareness. They complained that potential clients don’t understand their service offerings, and often can’t distinguish one model from another. The ultra-high ... more


Alliance Research
Inaugural External CIO Study Slides - Spring 2011

View the study overview slides presented at the Alliance Spring Event in May of ... more


Alliance Research
3rd Annual Single-Family Office Study 2010

In this third-annual SFO study, some firms indicated more willingness to invest in hedge funds and other alternative investments. In fact, the number one challenge, according to participants, was investments. Compliance and regulatory uncertainty was cited as one ... more


Alliance Research
7th Annual Multifamily Office Study 2010

In this seventh-annual study of the multifamily office space, assets under advisements by firms participating in the study grew by 8.2 percent. The mean asset size of participating firms was $4.97 billion and the median size was $999.2 million. Almost 80 ... more


Alliance Research
3rd Annual SFO Study Slides - Fall 2010

View the study overview slides presented at the Alliance Fall Forum in October of ... more


Alliance Research
7th Annual MFO Study Slides - Fall 2010

View the study overview slides presented at the Alliance Fall Forum in October of ... more


Alliance Research
Landscape & Implications Slides - Fall 2010

View the study overview slides presented at the Alliance Fall Forum in October of ... more


Alliance Research
2nd Annual Single-Family Office Study 2010

Conducted in late 2009, this study provided the first authoritative look at the investment-market hit taken by single-family offices during the tumult of 2008. As a group, participating firms saw their assets fall 9.0 percent. In comparison, the U.S. Stock Market, ... more


Alliance Research
2nd Annual SFO Study Slides - Spring 2010

View the study overview slides presented at the Alliance Spring Event in May of ... more


Alliance Research
Landscape & Implications Slides - Spring 2010

View the study overview slides presented at the Alliance Spring Event in May of ... more


Alliance Research
6th Annual Multifamily Office Study 2009

In this sixth-annual study of the multifamily office space, assets under advisements by firms participating in the study fell by 9.2 percent. A total of 79 firms participated in the study. Total assets of participants were $286.3 billion at yearend 2008. However, ... more


Alliance Research
6th Annual MFO Study Slides - Fall 2009

View the study overview slides presented at the Alliance Fall Forum in October or ... more


Alliance Research
Inaugural Single-Family Office Study 2009

In this ground-breaking study, single-family offices indicated a deep concern about sustainability. Will they survive the market whitewater? The term "sustainability" covers a range of concerns: the viability of the family office, the family's sense of commitment ... more


Alliance Research
Inaugural SFO Study Slides - Spring 2009

View the study overview slides presented at the Alliance Spring Event in May of ... more


Alliance Research
5th Annual Multifamily Office Study 2008

In this fifth-annual study of the multifamily office space, multifamily offices posted another year of steady growth in 2007. The median gain in the number of client relationships was 25 percent, and the overall assets under advisement grew by 12.1 percent. ... more


Alliance Research
5th Annual MFO Study Slides - Fall 2008

View the study overview slides presented at the Alliance Fall Forum in October of ... more


Alliance Research
4th Annual Multifamily Office Study 2007

In this fourth-annual study of the multifamily office space, assets of multifamily offices surged past the $300 billion mark last year as growth in the industry ... more


Alliance Research
3rd Annual Multifamily Office Study 2006

In this third-annual study of the multifamily office space, multifamily offices post strong growth as new players emerge. Firms focus on service menus, new clients and human capital. Will mergers heat ... more


About The Alliance Report



Sign up for weekly emails to be notified of new Alliance research, free articles, and upcoming events.

Email:
First Name:
Last Name:



Two Ways to Subscribe to The Alliance Report!

At this time, we are changing our payment methods for The Alliance Report; please disregard the subscription buttons below. If ...  ... more