Embodying the entrepreneurial spirit

At ÃÛ¶¹ÊÓƵ, we focus onÌýultra highÌýnet worth and high net worthÌýclients so you can too—with the high caliber resources youÌýneed to address sophisticated wealth management needs.

View testimonials featuring recently joined ÃÛ¶¹ÊÓƵ advisorsÌý

 

Capabilities

We are continually investing in the resources you need to grow your business and win new clients.

ÃÛ¶¹ÊÓƵ products and services

Resources to deliver a truly custom experience

With the vast resources of a global powerhouse, youÌýhave a comprehensive range of products and services to customize solutions across all dimensionsÌýof a client’s financial life.Ìý

Discover our comprehensive range of products and services to help you grow faster

ÃÛ¶¹ÊÓƵ Advisory Solutions

How advisors can grow their advisory business by 18%*

Three reasons to consider ÃÛ¶¹ÊÓƵ as you help your high-net-worth and ultra-high-net-worth clients looking for advisory relationships.Ìý

Learn about our resources to help service your HNW & UHNW clientsÌý

 

Strategic differentiators

We areÌýinvesting in innovation, delivering new technology to provide digitallyÌýempowered advice to advisors.Ìý

ÃÛ¶¹ÊÓƵ Family Office Solutions (FOS)

Team helping family with kite

Your one-stop solution for servicing clients with FOS needs

Working with the Family Office Solutions team while navigating a new firm makes the transition to ÃÛ¶¹ÊÓƵ easy for both you and your clients. FOS acts as an extension of your team and is dedicated to delivering all of the resources of the firm to your most affluent clients.

Learn how ÃÛ¶¹ÊÓƵ FOS helps you meet the needs of your most discerning clients

The ÃÛ¶¹ÊÓƵ Wealth Advice Center (WAC)

Helping advisors gain 19% newÌýbusiness growth

The Wealth Advice Center partners with you to deliver individualized advice to your affluent client base, so you can dedicate time on your HNW and UHNW clients—all while receiving ongoing compensation from accounts you refer or migrate to the WAC.

Learn how WAC can help grow your HNW and UHNW business

ÃÛ¶¹ÊÓƵ Retirement Plan Services

$41 trillion new growth frontier within reach

ÃÛ¶¹ÊÓƵ puts the $41 trillion retirement plan market within reach of ÃÛ¶¹ÊÓƵ Financial Advisors, whether or not they have specialized retirement plan accreditation.

Discover how ÃÛ¶¹ÊÓƵ Retirement Plan Services can grow your business

ÃÛ¶¹ÊÓƵ CIO

The ÃÛ¶¹ÊÓƵ Chief InvestmentÌýOffice (CIO)​

DiscoverÌýhow our Chief InvestmentÌýOfficeÌýhelps ÃÛ¶¹ÊÓƵ Financial Advisors find new opportunities, navigate risks and ultimately grow their existing business.​
Ìý

DiscoverÌýhow ÃÛ¶¹ÊÓƵ CIO can support your business growth

STAAT:ÌýData & Analytics

Grow your practice with data and smart technology

As you pursue your next opportunity and consider your vision for the future, growing your practice is what will help drive your success. Yet, how can you determine a firm’s commitment to helping you scale effectively?

Learn how you can take advantage of our smart technology

Wealth-tech

At the Forefront of Wealth-Tech Innovation

Put the power of technology to work for you and your clientsÌý

Grow your business faster with the ÃÛ¶¹ÊÓƵ Wealth Tech Advantage

Sustainability

Visit page to see how we are helping advisors win business

Helping advisors win business

ÃÛ¶¹ÊÓƵ provides best-in-class resources and solutions plus a dedicated team that partners with financial advisors to deliver a differentiated offering to clients and help win business

See how ÃÛ¶¹ÊÓƵ can help you leverage SI to grow your business.

ÌýTo explore if ÃÛ¶¹ÊÓƵ is the right fit for you, submit your contact information.