The Charles Schwab Corporation Acquires The Family Wealth Alliance
January 24, 2023
The Charles Schwab Corporation has acquired The Family Wealth Alliance (FWA), a membership and research organization serving multifamily and single family offices and other family-wealth-focused firms. FWA's leadership team has joined Schwab to expand Schwab's capabilities and resources for advisors and firms serving ultra-high-net-worth clients; financial terms were not disclosed.
- Targets
- The Family Wealth Alliance
- Industry
- Wealth Management
- Location
- Illinois, United States
- Transaction Type
- Buyout
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