Succession Offering
Unified Solution and Support
- Comprehensive Offering – Automated trading, billing and performance reporting delivered through integrated technology.
- Integrated Technology & Workflow Automation – Centralize data, streamline service,and boost productivity with robust technology tools (i.e., CRM, financial planning, etc.)
- Transition and Onboarding Team – Dedicated specialists handle client communications,custodial paperwork, repapering, and technology migration
- Compliance Oversight – Specialists handle policies, monitoring, and regulatory filings. Business Consulting and Support
- Strategy Canvas—A structured, end-to-end business planning framework that helps independent advisors accelerate organic growth and enterprise value without sacrificing the client-first culture that built their practice.
- Personalized Succession Roadmap—Collaboratively clarify goals, timelines, and successor profiles; build a step-by-step plan that keeps you in control while safeguarding client relationships.
- Extensive Marketing Support – Branding, website, collateral, client newsletters and more Institutional Grade Investment Solutions
- Portfolio Management – Access to evidence-based model portfolios, direct indexing and other HNW solutions with support of research team and full trading capabilities.
- Investment Marketplace - Access to a curated list of third-party asset managers.
- Internal Bench – Tap Symmetry’s seasoned Investment Adviser Representatives and financial professionals for seamless client coverage and continuity.
- Talent Recruitment – Attract and mentor advisors who share your philosophy to sustain organic growth.
- Inorganic Growth – Acquire practices or merge with like-minded firms to expand reach with full deal support.
- Formal Continuity Agreement - Provide clients—and your family—confidence that their interests are protected.
- Pre-Negotiated Market Value Purchase Option - Seeks to eliminate predatory risk due to death or disability and liquidation certainty upon retirement.
- Ongoing Partnership After Sale - Post transition coaching, investment management, andmarketing resources help successors retain assets, drive growth, and honor your legacy