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Tom Livergood

Family Wealth Alliance

Speaker Bio

Thomas R. Livergood is CEO of The Family Wealth Alliance, which he founded in 2003.  In 2016, he also created a spin-off organization called Bespoke: The Private Family Advocate – both headquartered in Chicago.  Tom and his organizations have been recognized as innovative leaders in the family wealth space, as he has spoken at numerous gatherings throughout North America and in London and Hong Kong, as well as appearing and being quoted in national print, broadcast, and online media.  

Tom grew up in a third generation family business in Central Illinois that was sold while he was in college in the 1970s. After that, he simply grew up in this business -  first as a financial planner in the 1980s with CIGNA, as a private banker with the Harris Bank of Chicago in the 1990s, and in the early part of the last decade, Tom was a Director at Family Office Exchange, charged with starting their MFO Community.  Tom was named three times by Worth magazine as one of the Top 300 Financial Advisors in North America, and among many volunteer positions, he was a founding national director of the 30,000 member Financial Planning Association at the time of its merger in the year 2000.  Tom also held the CFP ® certification from 1995 through 2008.  A double graduate of Bradley University, he holds the BA in Liberal Arts and the MBA in Finance.

Speaker Sessions