Succession Advisor’s WealthCAP HUB® offers our client advisors access to credible, educational content written by leading industry experts in the areas of trust and estate planning, family governance, and family wealth education. Co-founders Alison Marckstadt and Sisi Provost have created a service that compliments the financial services space, providing our client advisors the resources to better serve our clients.
“The best advisors are always looking for more ways to help their clients. Access to the WealthCAP HUB® is a valuable resource for our team to refer to when navigating a complex estate issue or a family governance conversation,” said Larry Miles, President and CEO of Freestone. “And as we begin to resume our normal lives following COVID-19, the luxury lifestyle connections is also a great resource, as we expect clients will be anxious to make up for lost time.”
To learn more about the partnership, click here.