Omaha, Neb. – May 26, 2026 – Carson Group, a leading wealth advisory firm with over $58 billion* in assets under management (AUM), today announced a new estate planning capability designed to help advisors turn estate planning into a driver of client retention, multi-generational relationship growth and long-term business expansion amid the ongoing generational wealth transfer.
As trillions of dollars are expected to move between generations in the coming years, advisors face increasing pressure to deepen client relationships and establish continuity with heirs. While estate planning is widely recognized as essential, it remains underutilized across the industry, often limited by a lack of time, resources or a clear path to execution.
Carson’s new capability is designed to help advisors integrate estate planning more consistently into their practices through a coordinated model that combines education, planning support and access to vetted resources. The offering is intended to help advisors identify planning opportunities earlier, guide more meaningful client conversations and deliver more integrated wealth planning over time.
“At a time when wealth is moving between generations more than ever before, estate planning has become a critical part of how advisors retain relationships and create continuity for families,” said Dani Fava, Carson Group’s Chief Strategy Officer. “Carson’s estate planning program helps advisors deliver more sophisticated, integrated planning for clients with increasingly complex needs. We’re investing here because advisors need a more consistent way to incorporate estate planning into their practice. This is about helping them deepen relationships, deliver more coordinated planning and create long-term continuity across generations.”
Carson’s estate planning capability includes:
- A structured framework that helps advisors identify estate planning opportunities and incorporate them into ongoing client conversations
- Education and guidance designed to build advisor confidence and consistency in addressing estate planning needs
- A coordinated support model through Carson’s Advanced Planning Team, providing specialized expertise when deeper planning is required
- Access to a network of vetted estate planning resources and solution providers to help clients implement a plan, maintain it and administer it
- Integration with Carson’s broader planning ecosystem, including Carson Tax Solutions and Private Client Services
Together, these capabilities are designed to help advisors make estate planning a more consistent part of how they serve clients, strengthening relationships across generations while supporting the long-term growth of their businesses.
“Advisors don’t need to become estate planning specialists to deliver meaningful value in this area,” said David Haughton, Carson’s vice president of estate planning. “What they need is a clear way to recognize when planning is needed, start the right conversations and connect clients to the appropriate expertise. This approach gives advisors a practical path to do that consistently, while expanding access to the infrastructure, specialized support and integrated solutions needed to serve increasingly sophisticated client needs.”
About Carson Group
Carson Group manages over $58 billion* in assets and serves more than 60,000 client families among its advisory network of 165+ partner offices, including more than 50 Carson Wealth locations. For more information about Carson Group and partnership opportunities, visit https://www.carsongroup.com/ways-to-join/partnership/.
Carson Group is a dba of CWM, LLC, an SEC Registered Investment Advisor. Investment advisory services are offered through CWM, LLC. CWM, LLC is a subsidiary of Carson Group Holdings, LLC. *AUM amount is based on total assets under Carson Group Holdings, LLC., which include CWM, LLC and Northwest Capital Management, Inc.