Overview

Family Wealth Alliance, Inc.

Information by Research TrustFinance

https://www.morganstanley.com/what-we-do/family-office-resources

Founded in 2003, The Family Wealth Alliance (FWA) established itself as a leading research and consulting firm and professional network for single-family and multi-family offices. Its mission is to provide thought leadership, confidential peer-to-peer connectivity, and exclusive industry insights to the ultra-wealthy community and the advisors who serve them. In February 2021, FWA was acquired by Eaton Vance Corp., which was itself acquired by Morgan Stanley a month later. Today, The Family Wealth Alliance continues its work as "Family Office Resources at Morgan Stanley," integrating its specialized services into the broader wealth management platform of the global financial services firm.

Founded in
United States

United States


Industry

    Financial

  • Financial AdvisementPRIMARY
  • Other Service