Core Wealth. THE Wealth Advisory Division for Law Firms.
BECOME A LEADING ADVISORY FIRM
CREATE A WEALTH DIVISION
Core Wealth is a premier wealth management firm that is highly trusted by law firms to create their internal wealth division. Law firms that create this newly formed wealth division set themselves apart from their competition and further enhance the client service that they provide. DISRUPTION is here and you can become a leader in the industry, by deepening your client relationships and diversifying your revenue streams. Core is experienced and highly trusted in structuring wealth divisions in law firms.
CREATE, ACCUMULATE, PROTECT, AND TRANSFER
Expanding the existing services of a Law firm to now include wealth advisory is a natural extension as it transforms the law firm into a Private Family Office. As lawyers you are your High net worth and Ultra high net worth clients most trusted advisors and they want you involved throughout their wealth planning discussions. Wealth Planning is a holistic and personal approach and clients look to you for this stewardship.
VALUE BILLING
Law firms that establish wealth management services in association with Core enables them to create a value billing model instead of relying solely on hourly, transactional billing. This creates more time, and additional revenue for the law firm.
Law firms working alongside Core are provided support and guidance every step of the way. Core's team is dedicated to helping Law firms seamlessly structure their wealth division and deliver results. Law firms that provide wealth advisory services to their clients do not go unrecognized and can expect positive client feedback and client satisfaction. All in all, Core Wealth is THE partner for Law firms seeking to expand their service offering to include wealth management solutions.
Let's get started! We will initiate an introductory call to delve into the concept of integrating wealth management into your Law firm.
FROM TRADITIONAL TO INNOVATIVE
A deep dive into why your Law firm should integrate wealth management. From a Business perspective and client service perspective.
UNLOCK YOUR VALUE
We make integrating wealth management SIMPLE, but it requires commitment from our partners to realize the full potential of your wealth division.
COMMITMENT & PROCESS
Your Law firm is onboard and ready to build Your Wealth division. We are "Better Together".
BECOMING AN ADVISORY FIRM
LET'S GET STARTED
Integrate wealth management into your firm.