A New Wealth Management Dimension

Expert Sourcing Consortium

Developed Exclusively For TopTier Wealth Management Firms

Our Expert Sourcing Team

Equipped with an arsenal of best-of-breed Expert Sourcing Firms, our highly experienced and multi-disciplined team of professionals amplify the perpetual value and success of advisory firms.

The WE Multi-Family Office Platform

My Wealth Hub

Contact
Wealth Advisory Command Center

AdvisorEngine.com

Contact
BDO Alliance USA Services

Contact us for Details

Contact
Funding Solutions -RIAs, CPAs, Insurance Agencies

OakStreetFunding.com

Contact
Donor Advised Fund Program

CharityVest.org

Contact
Trust Services

Alliance Trust

Contact
TAMP & Wealth Advisory Tech Stack

RevisorGroup.com

Contact
Private Banking

The Bancorp

Contact
Charitable Fundraising Services

Give Back Nation

Contact
Planned Giving Consulting Services

The Charitable Capital Design Center

Contact
Fee Only PPLI/PPVA Insurance

Varies By Case Details

Contact
Insurance Hub

MyIHub.net

Contact
Estate Asset Migration

Varies By Needs

Contact
Property & Liability Insurance

McGowan Insurance

Contact
Tax & Estate Legal Counsel

Varies By Needs

Contact

Strategic Partners