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High-touch support for
high-net-worth clients.

Bring in vetted estate attorneys, tax strategists, and valuation partners without giving up the relationship. Our network works behind the scenes—your clients see you at the center.

Designed for:

HNW Estate Planning Attorneys  |  Tax Attorneys | Complex Estate Planning Attorneys

Purpose built for HNW and UHNW clientele

Collaboration from roadmapping to completion

Our specialists are here to strengthen your offering, not take your clients. When complex planning arises, you stay in control while we handle the heavy lift.

Core Features

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Experts that don't compete

Our specialists never manage assets, pitch products, or solicit clients. They're here to support your work—not replace it.

Designed for the HNW client

Built for nuance: business ownership, family trusts, wealth transfers, and the multi-stakeholder realities of today’s top clients.

Scale high-touch planning

Handle complex client needs without building a legal bench. Use us for edge cases or make it a full offering—it flexes with your firm.

Stay front and center

Designed to help you deliver expert outcomes without giving up the lead.

For clients who need help after docs are signed, we’ve partnered with top-tier independent trust companies to support long-term administration.

A smarter way to win and retain high-value clients.

Whether you're supporting a first-gen founder or a multi-generational family, the Private Client Network gives you the expert depth to serve them well—without giving up the relationship.

A smarter way to win and refer high-value clients.

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