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Your digital "how to" solution to attract & Retain HNW clients

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Explore The A+LIFE Platform

A high net worth (HNW) family is defined as any client that has more than $1,000,000 dollars of investable assets.  HNW families are often not only concerned with the continuation of their family financial wealth, but they also want to ensure that their family values, unity and legacy are effectively communicated and clearly transferred as a part of their family’s inheritance.

Most families believe their net worth is “More Than Money”, offering A+LIFE will provide “how to” provide valuable services to this highly sought after client.

 

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Research clearly shows that HNW families seek advisors to teach heirs about family legacy, philanthropy and that financial wealth is a social responsibility

help a wide scope of HNw families

There are three different levels of the A+LIFE system that you can offer families with varying degrees of services and value provided. Our “Basic” level provides a digital system to define core family values, create a family mission statement and much more. Our “Advanced” level offers everything in Basic with the addition of multiple tools focused on philanthropy. Our “Elite” offers everything in the Advanced level with addition of formal family governance structures such as a family advisory board and a formal Family Constitution. As an advisor with the A+LIFE system, you will have access to all three levels of our platform in order to be able to grow the net worth of your client base. The three levels of A+LIFE provide wide applicability to the HNW marketplace and increases opportunities for your business.

 

In addition to the benefits provided by your current business model, you will be able to provide your client base with the ability to:

Realize a deeper awareness of family legacy and how to perpetuate it

Mitigate the high risk of estate planning failure

Expand asset protection

Achieve added clarity to philanthropic goals

Purposefully prepare beneficiaries to handle an inheritance

Increase meaningful communication with beneficiaries

Add formal family governance structures

Define, protect, and communicate valuable non-financial assets

For the Long Run

A+LIFE is designed for advisors to leverage their existing, warm relationships to grow their businesses. Visit with existing clients and referral partners to show how you have expanded your practice. Re-introduce yourself to prospects that have not yet joined your practice and potential referral partners that you have met previously. Our professionally designed, customized brochures, video and presentations will be available to you for these meetings.

Being able to differentiate yourself as an advisor with a comprehensive system for curating high net worth families will distinguish you as a trusted advisor who HNW families want as their primary advisor, and someone who can efficiently handle the assets of other potential HNW clients.

 
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