Carson Group Debuts ‘White-Glove’ Private Client Services Offering 

Carson Group has rolled out a suite of ‘white-glove’ private client services solutions that are aimed at helping Carson financial advisors retain high-net-worth clients. 

The latest offering is part of Carson’s wider goal of providing advisors with additional resources to drive “organic” growth through specialized and tailored solutions. 

Caron’s private client services solutions fragment will concentrate on serving and maintaining clients who have accumulated $10 million or more in assets. The division is led by managing partner and wealth advisor Jamie Carroll, who brings two decades of industry experience to Carson Wealth. 

The program will grant Carson advisors work with a team that will create structured wealth strategies and offer direct support in meetings with potential affluent clients.  

Additionally, the program provides services that go beyond traditional wealth management to include “advanced” estate and tax planning, business exit planning, succession planning, intergenerational coordination, and concierge offerings, Carson said. 

“With Private Client Services, we’re giving advisors the sophisticated tools and white-glove support they need to confidently serve high-net-worth families and be the advisor that generational wealth requires,” Dani Fava, chief strategy officer at Carson Group, said. “Strategically, this positions our firm—and our advisors—for long-term growth by enabling a move up market.” 

In January, Carson Group launched its tax strategy program targeted at advisors who do not regularly incorporate tax services into their practice. The tax strategy was created from Carson’s acquisition of Franklin Lakes, N.J.-based Taylor Financial, a wealth management firm that oversees $385 million in client assets. 

Omaha, NE-based Carson Group, founded in 1983, oversees $45 billion in assets for more than 54,000 families, according to the firm.