Fees and Pricing in Family Wealth: 2024 Alliance Research Report

$2,500.00

Please note: This report is complimentary for FWA members and study participants. If your firm is an FWA member or was a participant in this study, please go to the On-Demand Library in the FWA Member Portal to access this report.

Other firms may purchase a digital copy of the report here. It will be emailed to you within one business day.

On behalf of The Family Wealth Alliance, we are excited to share our 2024 Alliance Research study, Fees & Pricing in Family Wealth. This year, we embarked on another in-depth exploration of fee levels and practices among North American family wealth firms. Our goal, as always, is to provide up-to-date benchmarking and best practices based on today's unique dynamics, challenges, and opportunities.

This study's topics include: 

• Fee methodologies for standard family office "bundles" as well as a la carte services
• Benchmarking of fee levels for asset-based, retainer, and blended fees
• Analysis of how fee approaches and levels have changed over the past decade of Alliance Research
• New data on trust services, householding practices, discounting, and fee administration
• Potential areas of risk and opportunity

In addition, the report features exclusive commentary and insights from industry leaders you know and admire:

• Jessica Beavers, Sawmill Trust
• Phil Daniels, Brand Asset Management
• Timothy D. O'Hara, Rockefeller Global Family Office
• Lisa Salvi, Schwab Business Consulting and Education