CEO, Family Wealth Alliance
Tom Livergood is CEO of The Family Wealth Alliance, which he founded in 2003. In 2016, he created a spin-off organization called Bespoke: The Private Family Advocate. Both are headquartered in Chicago. Tom and his organizations have been recognized as innovative leaders in the family wealth space. 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 before working as a financial planner with CIGNA in the 1980s and a private banker with the Harris Bank of Chicago during most of the 1990s. After serving as a director at the Family Office Exchange, he saw the need to chronicle and connect the growing multifamily wealth community, and The Family Wealth Alliance was born.
Named three times by Worth magazine as one of the Top 300 Financial Advisors in North America, Tom held the CFP® certification from 1995 through 2008. He has held many volunteer positions, including being a founding national director of the 30,000-member Financial Planning Association at the time of its merger in the year 2000. A double graduate of Bradley University, he holds the BA in Liberal Arts and the MBA in Finance.