Carson Group Launches Estate Planning Solution to Broaden Wealth Services
Carson Group has introduced a new capability to its roster that focuses on estate planning, as the registered investment advisor aims to bolster its advisory services.
The estate planning capability, which is available to over 600 advisors, targets financial literacy and offers in-house planning support and colleague assistance to help advisors offer estate plans to clients.
The solution was designed to address the ongoing generational wealth transfer and equip advisors to integrate estate planning services into their practices with access to Carson tax solutions and private client services, the firm said.
“Advisors don’t need to become estate planning specialists to deliver meaningful value in this area,” David Haughton, Carson’s VP of estate planning, said. “What they need is a clear way to recognize when planning is needed, start the right conversations and connect clients to the appropriate expertise. This approach gives advisors a practical path to do that consistently, while expanding access to the infrastructure, specialized support and integrated solutions needed to serve increasingly sophisticated client needs.”
Haughton joined Carson in September from Wealth.com, an estate planning technology platform, to help build out the program and contribute to various estate planning-related initiatives at the firm.
Carson’s latest rollout builds on the firm’s suite of existing solutions to support advisors in high-net-worth clients. Last August, Carson launched its ‘white-glove’ private client services solutions, which include “advanced” estate and tax planning, business exit planning, succession planning, intergenerational coordination, and concierge offerings.
The offering is part of Carson’s wider goal of providing advisors with additional resources to drive “organic” growth through specialized and tailored solutions.
Omaha, NE-based Carson Group, founded in 1983, oversees more than $58 billion in assets for more than 60,000 families, the firm said.
