Prospera Unveils Family Office Services for UHNW Clients
Prospera Financial Services, Inc., a boutique wealth management firm that supports independent advisors, has announced the debut of the Prospera Generational Wealth platform, a “multi-layered support team” that assists advisors in identifying opportunities and developing strategies for ultra-high net-worth clients.
The Generational Wealth Platform will offer a variety of family office services and is available in all 50 states. The firm stated that advisors will now have access to all platform services, which they can provide individually or as part of a comprehensive program.
Headquartered in Dallas, the registered investment advisor and broker-dealer firm established the platform in response to an increasing number of clients expressing a desire for family office services, according to Tarah Williams, Prospera President and COO.
“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,” Williams said.
Prospera Generational Wealth will provide accounting, banking and private credit, asset protection and risk management, business valuation and succession planning, and estate and wealth transfer, among other services.
Prospera will also provide white papers and other training tools to assist advisors with the new initiative, and a board of select advisors will be available for consultation through the newly formed Prospera Advanced Planning Council.
