Sanctuary Wealth has selected bQuest, an aging-care and longevity planning technology platform, to expand the services available to its network of independent partner firms across the United States.
The deal gives Sanctuary's advisors access to bQuest's structured longevity planning framework, which includes a client readiness assessment, a vetted national network of aging-care providers, and a Care Concierge team that handles complex care coordination cases. Advisors can introduce longevity planning conversations during regular client reviews and escalate to the concierge service when a situation warrants hands-on support.
The move reflects growing pressure on advisors to address issues that fall well outside traditional portfolio management, especially with an aging population that will increasingly require care support.
According to a Forbes Insights survey cited in the announcement, 95 percent of high-net-worth individuals say their health matters more to them than their wealth - a figure the firm is leaning on to justify the expansion. A separate PwC survey found that 89 percent of high-net-worth clients want their wealth advisors to provide lifestyle concierge support, including coordinated elder care. InvestmentNews has not independently verified those figures.
"There is a longevity revolution going on, and it will impact every financial plan our partner firms deliver to clients," said Robert Walter, president of Sanctuary Wealth. “Longevity planning isn’t a niche service for a handful of elderly clients, it’s relevant to nearly every family we work with, so the firms that build this into how they work with clients will be the ones that will win the massive intergenerational transfer of wealth.”
Sanctuary is also framing the partnership as a retention and growth play ahead of the intergenerational wealth transfer. Advisors already embedded in a family's caregiving decisions, the firm argues, are better positioned to retain assets when wealth passes to a surviving spouse or the next generation.
bQuest CEO Lauren Clough said the platform is designed so advisors can offer aging-care support without becoming specialists themselves, handling the hands-on coordination work through its provider network.
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