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COMPLEXITY MADE MANAGEABLE
Catalyst, powered by FWA
The service providers your peers already trust.
Advisory firms serving clients with extraordinary wealth don't do it alone. Neither should you.
Catalyst, powered by The Family Wealth Alliance (FWA), is a curated access program designed to help advisors build their ultra-high-net-worth (UHNW) support network with greater speed, confidence, and intention. We are the trusted connection between you and verified specialists who can support the needs of your most complex clients. All service providers are recommended as a preferred provider by other family wealth firms, vetted by FWA, and offer specialized support for UHNW clients.
THE FAMILY WEALTH ALLIANCE
A community built on excellence
The Family Wealth Alliance, a subsidiary of The Charles Schwab Corporation,is the only B2B membership organization exclusively focused on North American multifamily wealth firms. FWA does not work directly with private families, avoiding competing constituencies.
The organization’s mission is to connect best-in-class family wealth firms with the resources, best practices, and connections they need to thrive in today's complex landscape and serve their UHNW clients at the highest level.
How Catalyst Works
A more intentional way to find specialized support.
Eligible advisors subscribe on an individual basis and may request direct connections to service providers for specialized UHNW client needs. Subscriptions cover a full 12-months of access to Catalyst. Subscribers may submit up to three successfully fulfilled connection requests each month. A successfully fulfilled connection is one where an introduction is facilitated by the Catalyst team on your behalf.
Catalyst provides access to specialists across 14 categories, including:
• Art collection management
• Cyber and physical security
• Financial literacy
• Family business consulting
• Family dynamics consulting
• Healthcare consulting and advocacy
• Legacy services
• Legal support
• P&C, health, and life insurance
• Philanthropy
• Private aviation
• Property and human capital management
• Travel and lifestyle services
• Trust services
Who Catalyst is for
Curated for advisors serving UHNW families with complex needs.
Catalyst is designed for eligible Schwab advisors who:
Annual subscription: $5,000 per individual advisor. Participation is subject to eligibility and availability.
