As part of Prime’s belief that clients are best served by receiving Accounting and Wealth Management advice (with the Accountant central to this) as part of one ‘Integrated’ service. Prime has established, operated and managed 30+ Wealth Management entities with Accounting Firms over the last 17+ years.
Prime’s Wealth Management model incorporates our Financial Services/Asset Protection Client Engagement Model (CEM) and is suited to 3 – 10 Partner Accounting Firms and typically involves a 50/50 equity structure.
Prime’s structure involves Prime managing and operating the wealth management entity on behalf of both parties, including cash flowing, resourcing and best practice. It also incorporates the option of a limited licensing solution for Accounting Firm Partners and staff to ensure they can continue to provide complete client advice.
Prime’s Wealth Management model has equal relevance whether you:
Have not previously been involved with Financial Services
Have simply referred out to external parties
Have an existing Financial Services business which you run or are a shareholder in