Wealth Management Solutions for AdvisorsA Process Built around Holistic Planning
Many wealth advisory firms don’t look beyond portfolio management. When you’re a Mariner Platform Solutions advisor, we provide you the resources to go beyond the surface and evaluate a client’s complete financial picture.
Wealth Advisory Solutions Teams
Take advantage of direct access to our experienced advisory solutions teams. By collaborating with our in-house professionals, you will be able to expand the depth of services you offer clients.
It’s Not Just What We Know, It’s Who We Know
After years of serving clients with estates that run from hundreds of thousands to billions of dollars, we have developed in–depth knowledge of taxes, estate planning, insurance, corporate structure, and even aircraft acquisition. All these skills are fundamental to our business, but we’re the first to admit that we don’t know everything.
We have access to individuals at the top of their professions—those who collaborate with us to serve our clients—and this network becomes your network.
Mariner Trust Company
The trust team will partner with you to design and review trusts for your clients to help ensure their wishes for asset protection and distribution are met.
You’ll have access to risk management professionals to help ensure your clients’ insurance coverage aligns with their goals and needs.
Retirement Plan Solutions
You’ll have access to our retirement team to advise business clients on their retirement plan. Services include plan design, investment selection, asset allocation, investment policy statement preparation and maintenance, plus fiduciary support.
Tax Planning & Preparation
Tenured tax professionals will work with you to offer your clients proactive tax strategies and year-round planning as an integral part of their wealth management plan.
Mariner Capital Advisors
You will collaborate with experienced M&A professionals who provide advice on investment banking, valuation, forensic accounting and succession planning.
The MPS advisor does not provide all services listed in this piece. Some services are provided by affiliates and are subject to additional fees.
Start Growing with Mariner Platform Solutions
If you are considering breaking away and are interested in learning more about Mariner Platform Solutions, get in touch.
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