Carson Group Launches Private Client Services to Enhance HNW Client Experience
Carson Group, a wealth advisory firm with over $45 billion in assets under management, is expanding its offerings for advisers with the launch of private client services, a suite of white-glove solutions designed to help Carson advisers serve and retain high-net-worth clients.
Led by Jamie Carroll, CFP, private client services and solutions strategist, the private client services team aims to help Carson advisers attract and serve those with $10 million or more in investable assets. Specifically, the team will work directly with an adviser to create a customized offering. They’ll also provide direct support for each adviser’s meeting with prospective HNW clients.
“High-net-worth clients often require services beyond traditional wealth management, including business exit planning, advanced estate and risk planning, succession planning and intergenerational coordination, in addition to concierge and lifestyle services,” said Carroll.
The private client team is comprised of investment research and wealth strategy specialists who curate custom portfolios and provide services ranging from advanced estate and tax planning to business advisory and philanthropic planning. The solution includes a suite of tools and collateral that can be personalized to meet the sophisticated needs of each HNW client.
Carson’s private client offering is strategically positioned for significant growth based in trends in wealth management, according to the firm, noting that RFI Global research indicates that the top 3.2% of U.S. households control $27.5 trillion in investable assets. The private client teams aims to help Carson advisers to more effectively move up market to support this demographic by providing critical HNW services at a time when these needs are most pressing.
“We recognize that high-net-worth individuals have complex financial needs, and they expect a level of service that is both sophisticated and highly personalized,” said Burt White, chief executive officer of Carson Group. “Our private client offering is designed to meet that expectation by empowering advisers with the tools, expertise and curated experiences needed to elevate their practice and better serve wealthy families.”
Recently, Carson Group fully acquired the Carson Wealth location in Doylestown, Pa. This move marked Carson’s 30th wholly owned office nationwide. The Doylestown team, which serves approximately $353 million AUM, is led by Mick Edwards, CIMA, CRPC, managing partner and wealth adviser.
Carson Group manages over $45 billion in assets and serves more than 54,000 client families among its advisory network of 150+ partner offices, including more than 50 Carson Wealth locations.
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