Clear Conversations - Entrepreneurial Legacies: Family Office Svcs & Family Wealth Alliance Story

In this episode of Clear Conversations: Entrepreneurial Legacies, John Sleeting sits down with Thomas (Tom) Livergood, the visionary Founder of the Family Wealth Alliance. Tom shares his journey from growing up in a small-town and running a third-generation family business to leading an influential organization that supports firms serving ultra-high-net-worth families. Tom reflects on how family values and education shaped his path and discusses his commitment to creating a lasting legacy. He explains the core philosophy of the Family Wealth Alliance, “We Place Families First,” and emphasizes the importance of human connections over financial metrics. Drawing inspiration from Jay Hughes’s book Family Wealth, Tom describes how staying true to core values has guided the Alliance’s mission and growth.
The conversation also explores the increasing complexities of serving wealthy families and the growing trend towards collaboration and education within the advisory community. Throughout their dialogue, Tom and John highlight the importance of trust, humility in leadership, and strategic planning for sustainable growth and succession.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners.
Mr. Livergood is not a client of Clearwater Capital Partners. No compensation was provided to Mr. Livergood in exchange for his participation or comments. Mr. Livergood is a representative of Family Wealth Alliance (FWA), a Charles Schwab company, where Clearwater Capital Partners is a member (FWA). Clearwater Capital uses Charles Schwab as a custodian for client’s managed accounts.
All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Investment Advice offered through Clearwater Capital Partners, a Registered Investment Advisor.

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