Built by expert attorneys
for top advisors with complex estates
The Family Office Suiteâ„¢ empowers advisors to seamlessly collect, structure, model and visualize all data from a client's estate plan
Here's how we help reduce manual processes and provide clients unparalleled clarity:
Visualize the complex
Demystify estate planning nuances like sub-trust distribution schemes, federal and state estate tax implications, Generation-Skipping Transfer Tax (GST) exempt and non-exempt trust breakdowns, administrative costs and more.
Quantify tax alpha
Estate tax calculators and scenario analysis capabilities to quantify tax implications and identify optimization opportunities.
Organize & collaborate
Drive scale and repeatable processes through cutting edge technology, like our document extraction AI, Esterâ„¢.
Deliver refined reports
Create custom visual reports for clients, choosing the elements of their plan that matter the most to them—complete with your firm’s branding.
Wealth.com empowers advisors to offer estate planning services at a level that is clearly superior to other offerings.
Jamie Hopkins
SVP OF PRIVATE WEALTH MANAGEMENT
CEO OF BRYN MAWR CAPITAL MANAGEMENT
Advisor Portal
Create high-quality documents
Estate planning resources
An estate planning podcast for financial advisors
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See what we can do for your clients.
