Better for Clients. Better for you.
Sanctuary understands the needs of established independent wealth management firms.
- A unique understanding of the operational business needs of the independent wealth advisor
- A focus on the high net worth taxable investor
- Extensive experience in the brokerage, independent wealth management and money management industry
- Strong partner relationships with leading legal, regulatory and business services providers
- Access to leading alternative strategies and investment managers
- Multi-custodian platform
- Strong relationships with top tier Wall Street money managers, hedge funds and Silicon Valley private equity and venture firms