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Advisory firms serving clients with extraordinary wealth don't do it alone.
Neither should you.
Catalyst, powered by FWA
The service providers your peers already trust.
Catalyst, powered by The Family Wealth Alliance (FWA), is an exclusive curated access program that helps Schwab advisors build their network of trusted experts essential to serving those with complex needs. Catalyst is designed for advisors who serve multiple ultra-high-net-worth (UHNW) families and have exceedingly high standards for service providers they recommend to these clients. All service providers are recommended by family wealth firms, vetted by FWA, and prioritize complex client needs.
Complexity made manageable:
THE FAMILY WEALTH ALLIANCE
A community built on excellence
The Family Wealth Alliance, a subsidiary of The Charles Schwab Corporation, is a 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 the top 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 currently provides access to specialists across 14 categories, including:
• Art collection management
• Cyber and physical security
• Education for client families
• 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 families with complex needs.
Catalyst is designed for eligible Schwab advisors who:
Contact us at info@fwacatalyst.com for information about the annual subscription fee. Participation is subject to eligibility and availability.
