High net worth clients have the most demanding needs. Our deep bench of professionals have proven expertise in delivering on those demands.

Expertise

Advanced Planning Group's proven specialists serve the high net worth exclusively. As high net worth specialists, they differentiate themselves in three key ways:

• They work with products and solutions that have been developed specifically for the high net worth individual or family
• They are skilled at analyzing the financial data of high net worth individuals and families, which appear more like a conglomerate (often multi-national in nature) than like an individual
• Their business model is designed for long sales cycles, sometimes lasting more than 12 months

Advanced Planning Group's Global Network of Professionals are trained to work with advisors as their turn-key advanced planning team. This includes:

• Working under your firm's brand
• Collaborating with you on all aspects of relationship management
• Maintaining the highest levels of confidentiality

Advanced Planning Group's Global Network of Professionals participate in Advanced Planning Group's transparent compensation process, which includes:

• Pre-agreed revenue splits, with the advisor receiving 50% of revenues
• Often, our practitioners participate in the highest payout rates (depending on state and product or service)
• Fees are calculated on total fees generated (when sharing fees is permitted and not legally precluded)--no deductions are charged to the advisor, including fees for travel, presentation, case management or any other aspects of Performance Partnerships, unless otherwise agreed to in advance

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Expert Collaboration

Below is a partial listing of Advanced Planning Group's areas of advanced planning expertise, specializing exclusively in the high net worth (all areas include international practitioners as needed):

• Hedge fund-of-funds managed by the family office
• Hedge fund managed by the family office
• Private equity funds and fund-of-funds managed by the family office
• Direct investments in companies
• Coordination and/or preparation of tax returns
• Data aggregation
• Personal bookkeeping
• Bill paying
• Wealth enhancement
• Wealth transfer
• Asset protection
• Charitable giving
• Formal family education
• Concierge
• Helping in growing and managing a collection
• Family security
• Luxury acquisition services
• Managing residences, jets, helicopters, and mega-yachts
• Overseeing emergency and dramatic healthcare needs

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Join the Network

Occasionally, we add experts to our Global Network of Professionals. If you would like to be considered for Advanced Planning Group's network, below is a preliminary list of criteria:

• Serve exclusively the high net worth (verification required)
• Participate in peer review for past work
• Provide client references
• Participate in a peer interview and training program
• Participate in ongoing Advanced Planning Group events and training programs

Only the highest quality professionals are included in the network. Contact the network development office to see if you qualify.

To contact a private wealth specialist, click here.