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

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Virtual Family Office Platform

Copia Wealth Studios

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Helping Wealth Firms Buy, Sell, Merge & Grow

Gladstone Group

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BDO Alliance USA Services

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Funding Solutions -RIAs, CPAs, Insurance Agencies

OakStreetFunding.com

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Connecting with HNW Families

The Heritage Institute

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Donor Advised Fund Program

The Charitable Capital Design Center

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Trust Services

Alta Trust Company

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Tax Planning

TaxPlanIQ.com

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TAMP & Wealth Advisory Tech Stack

RevisorGroup.com

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Private Banking

The Bancorp

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Charitable Fundraising Services

Give Back Nation

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Planned Giving Consulting Services

The Charitable Capital Design Center

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Premium Financing

LionsmarkCapital.com

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Fee Only PPLI/PPVA Insurance

Varies By Case Details

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Business Valuation and Advisory Insights

QuistValuation.com

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Insurance Hub

MyIHub.net

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Estate Asset Migration

Varies By Needs

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Art Advisory

Varies By Location

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Property & Liability Insurance

McGowan Insurance

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Tax & Estate Legal Counsel

Varies By Needs

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Turnkey ESOP Services

OneAmerica

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