Deal Snapshot
Charles Schwab Acquires Membership Organization The Family Wealth Alliance
Tuesday 24 January 2023

US-based financial services company The Charles Schwab Corp. has acquired The Family Wealth Alliance, a community and provider of resources to family wealth firms serving ultra-high net worth clients, the company said.

Together, Schwab Advisor Services and The Family Wealth Alliance will deliver the collective capabilities of industry-wide relationships, thought leadership resources, and connections, along with technology to drive growth and success for professionals and organizations focused on ultra-high net worth clients.

Date Published: 24/01/2023