Alliances

Archway has formed strategic alliances with leading firms and associations within the private wealth management industry.

Family Office Exchange (FOX)
FOX serves as an independent advisor to families of exceptional wealth, offering an education on complex financial issues, and guidance on the selection of appropriate advisors. Founded in 1989, FOX is a leading provider of strategic advice for financial families. FOX have earned the trust of hundreds of investors who rely on us for objective information about the wealth management process. The FOX private website for members offers educational content on financial issues, a database of leading wealth management advisors, and opportunities to collaborate with other sophisticated families in areas of specific interest.
www.familyoffice.com
 
Family Wealth Alliance (FWA)
Lead by its core value “We Place Families First,” Family Wealth Alliance (FWA) specializes in supporting the family wealth space through a variety of services. As a leading consulting and research firm in the family wealth space, FWA chronicles the arena of family wealth with proprietary knowledge and provides strategic and custom insights. In addition, FWA convenes firms and families at exclusive events to further best practices and education that benefits all parties involved. FWA chronicles, consults and convenes to provide objective resources of information to best serve private families and firms.

http://www.familywealthalliance.com/


Fidelity Family Office Services (FFOS)
Fidelity Family Office Services provides custody, brokerage, and investment services, supported by reporting and administrative capabilities, to family offices. Clients have chosen us as an alternative to traditional providers because we combine these services in a single point of contact, focus exclusively on family offices, and support them with objective guidance. This results in a service that is the most responsive and cost effective for our clients.

Fidelity Family Office Services is a division of Fidelity Brokerage Services LLC, Member NYSE, SIPC 525089.4.0
www.familyoffice.fidelity.com

Lido Consulting (Lido)
Lido Consulting, Inc. was founded in 1995 to serve individuals and families with substantial wealth and their own in-house team managing their investment, personal and business interests (i.e. "Family Offices"). One of the leading organizations of its kind in the country, Lido Consulting facilitates the sharing of investment and management ideas with Family Offices in California and around the country. Lido Consulting has created a network that includes many of the top investment professionals and companies that are working on cutting edge products and services in this increasingly complex investment environment. Through these relationships, Lido Advisors is able to gain access to some of the most sophisticated investment for its advisory clients.
www.lidoconsulting.com