Advisors affiliated with Prospera Financial Services will now have access to a suite of services to help serve the family office requirements of ultra-high-net-worth clients.
The Dallas-based boutique wealth management firm has launched the Prospera Generational Wealth platform which offers advisors support in identifying opportunities and creating complex strategies for their wealthiest clients.
The range of family office services are available across all 50 states and include:
Services can be offered as a comprehensive suite or individually and can also be integrated with clients’ CPAs, estate attorneys, and other professionals.
The firm will be providing white papers and other educational resources to help advisors utilize the new program, while a board of select advisors will be able for consultancy via the newly established Prospera Advanced Planning Council.
“A growing number of our advisor’s clients have expressed a need for family office services,” Tarah Williams, Prospera’s president and COO, said in a statement. “But these clients did not want to leave their current advisor because of the personal relationships they’ve established over the years. Now with Prospera Generational Wealth, our advisors have the same tools, solutions and recourse of any of the mega-firms as well as our steadfast commitment to deliver high-touch, personalized advisor support.”
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
