THOMAS R. LIVERGOOD
Founder & CEO
Family Wealth Alliance, LLC
Thomas Livergood is Founder & Chief Executive of The Family Wealth Alliance. Tom and the firm have been recognized as an innovative leader in the family wealth space. In 2011, the firm was bestowed the “Outstanding Contribution Award” by Private Asset Management at its annual black tie gala in New York. Later that year, Tom was named by the same organization to its “Power 25.” He was again honored in 2012 as one of six pioneers in winning Family Office Review’s inaugural “Industry Leadership Award” and in 2014, the same organization bestowed The Alliance with the “Family Office Organization of the Year” award.
Tom has been quoted in Barron’s, Business Week, Financial Times, the New York Times, The Wall Street Journal, the Washington Post and numerous other trade, popular print, broadcast, and online media. He has been asked to write a number of reviews, including those which have appeared in the following books: Family Wealth: Keeping It in the Family © 2004, authored by Jay Hughes; The Stewardship of Wealth © 2012, written by Greg Curtis; and The Complete Family Office Handbook © 2014, authored by Kirby Rosplock. In addition, Tom has been interviewed live on Fox News Network, WGN Radio, and Voice of America.
Campden Wealth asked Tom to speak at both its European and Asia Pacific Family Office Conferences in London and Hong Kong, respectively, and he has twice been a panelist at the Milken Institute’s Annual Global Conference in Beverly Hills. Tom was the opening session speaker at the IIR Family Office Forum and has spoken at the IMCA National Conference, the Schwab IMPACT Conference, and he has been the lead-off faculty member for the Chubb Advanced School and a guest faculty member for The Northern Trust Wealth Advisor Summit. In addition, he has addressed the annual meetings and special gatherings by invitation from organizations such as Brinker Capital, HUB International, Marsh, Pitcairn, and State Street Corporation, as well as the Alpha Group.
Prior to founding The Alliance in 2003, Tom was a Director at Family Office Exchange during the early 2000s, a Vice President at The Harris Private Bank during the 1990s, and a financial planner at CIGNA Financial Services during the 1980s. Among many volunteer positions, he served on the founding national board of the 30,000-member Financial Planning Association (FPA) during its merger of two predecessor organizations. In the mid-1990s, Tom was named three times by Worth magazine as one of the Top 300 Financial Advisors in North America. A double graduate of Bradley University, he holds the BA degree in Liberal Arts (1977) and the MBA in Finance (1979).