Many RIA founders and leaders face choices about how best to transition their businesses. This multi-dimensional “succession planning puzzle” includes maintaining excellent client service, ensuring the business is in capable and independent hands, and planning for their own successful retirement. At Aspiriant, one of the nation’s only employee-owned independent wealth management firms with scale, we’ve solved for the most important pieces to the puzzle.Let's talk
You don’t want to trade values for valuation.
You recognize the importance of an independent employee ownership model, which aligns the interests of clients and employees, over an immediate pay day. One third of our employees are owners of the firm. Our distributed ownership and succession strategy institutionalize client service continuity for the foreseeable future. In an age when valuations or RIAs have been driven up by private equity firms and other outside capital, there are important decisions to make about what's in the best interest of your clients and employees.
You want to offer more—services, specialists, continuity—to your clients.
With Aspiriant, you have access to our team of specialists, Exclusive Family Office, in-house tax team and affiliated estate planning team. Offer more complete and quality services with a comprehensive suite of services and specialists.
You're ready for NextLevel.
With Aspiriant’s scale, we’ve refined practice management functions. Enjoy our thoughtfully built compliance, HR, marketing, IT, client operations and finance teams. When you want to focus on your next chapter, feel peace of mind that your clients will receive leading, independent wealth management, and your employees will have opportunities for growth.
We know succession planning is top of mind for many advisors and their clients, and we are here to offer an alternative path to selling to the big banks and private equity for firms that wish to remain employee-owned and independent of financial conflicts.”