We understand your challenges

Financial planning processes help you manage money...
but are less effective at managing inter-generational wealth.

Those with wealth transfer experience understand the process …
but struggle to implement consistently and efficiently.

Some of you have stitched together informal networks of experts…
but it’s a painful process
to manage.

Our process can help

Benefits

Revenue Protection
& Extension

Develop relationships with the next generation.

Trust accounts have an average lifespan of 15 years.

New Asset Capture

Clients who are beneficiaries are likely being serviced by trust companies with competing asset management services.

Those assets can be moved onto our platform, which allows you to manage the assets.

Differentiation

Very few advisory firms have fully implemented broad based financial planning and wealth management.

By offering this service, you distinguish your practice and protect your relationships.