Win, Keep, and Deepen Your Most Complex Relationships
Serving high- and ultra-high-net-worth clients isn’t about doing it all yourself. It’s about having the right support behind you.
It’s about having the right support behind you.
You don’t have to do it all to do it well. Carson’s Private Client Services extends your team with coordinated expertise across estate planning, tax strategy, and business advisory—delivering the institutional depth and coordinated execution sophisticated families expect.
Whether you’re entering the elite market or scaling an established practice, we provide practitioner-led support to help you win $10M+ relationships and strengthen your role as an indispensable wealth management advisor.
HNW Clients Have High Expectations—And They’re Willing to Change Advisors to Get What They Desire
Nearly 50%
Plan to add or change advisors within the next three years.
2/3
Report that their current advisor doesn’t provide enough personalization.
89%
Prefer to work with a single trusted advisor.
Capture More of the Elite Market
Work alongside Carson’s Private Client Services team, led by Jamie Carroll, SVP, Private Client Services – Solutions Strategist, and Heather Zack, SVP, Private Client Services – Solutions Strategist, to deliver coordinated estate planning, tax planning, and philanthropic strategies—helping you win high-value relationships and expand your role with complex clients.
Capabilities
Estate Planning and Tax Strategy
Business Advisory and Succession Planning
Tailored Risk Management Strategies
Customized Liquidity and Lending Solutions
Intergenerational Education and Planning
Legacy, Philanthropy, and Giving Strategies
Concierge and Lifestyle Planning
Family Office Services
