LPL High-Net-Worth Services for Financial Advisors

Broaden your expertise to attract and retain affluent clients with personalized support from an experienced team of professionals at LPL, including planning and investment specialists.

LPL High-Net-Worth Services

High-net-worth investors represent a growing segment of the market and a significant opportunity for your wealth management business. These affluent clients have complex needs and high expectations for personalized advice and services that will help them grow, protect, and transfer their wealth.

LPL’s High-Net-Worth Services team works exclusively to support advisors and financial professionals with the planning and investment needs of your affluent clients and clients with complex needs. Get case-specific, on-demand access to a broad range of expertise and robust capabilities in the high-net-worth domain to help you elevate the experience and exceed their expectations.

Financial planning took on increased importance, with 68% of affluent investors using financial planning services, including legacy, estate, and philanthropic planning.¹

Why High-Net-Worth Services?

Partnering with LPL High-Net-Worth Services, you gain single-source access to a broad range of subject matter expertise and time-tested capabilities for:

Advanced planning
Estate and philanthropic planning
Tax planning
Customized portfolio construction
Investment proposals
And more to come

Confidently tailor client engagements and create personalized strategies, goal-directed insights, and holistic wealth planning that grows your clients’ wealth and your business.

Interested in learning more about the exclusive programs and services at LPL Financial, such as High-Net-Worth Services, that can help you achieve your vision of business success? LPL’s representatives are ready to answer your questions. Reach out today!

Paraplanning Services

Put a qualified financial planner on your team and differentiate your practice with a more comprehensive planning model. LPL’s Paraplanning Services helps you launch, enhance, or scale your financial planning practice with a team of planning experts.

PARAPLANNING SERVICES

Tax Planning Services

Make the tax code work for your clients by adding CPAs and tax specialists to your team. LPL’s Tax Planning Services analyzes your client’s case and provides a customized tax plan on an as-needed basis, enabling you to increase the value you bring to your clients.

TAX PLANNING SERVICES

Partial Book Sales

Create capacity to do more of what matters most to you. With LPL’s Partial Book Sales, you can strategically right-size your practice by transitioning accounts that no longer fit your business model, while ensuring a warm and seamless client transition.

PARTIAL BOOKS SALES

¹The Cerulli Report | U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 20232020

Disclosures

For Financial Professional Use Only.

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