Greater Control Experienced
Expertise
ESTABLISHED  FIRMS • ESTABLISHED  FIRMS • ESTABLISHED  FIRMS

Better for Clients. Better for you.

 

Sanctuary understands the needs of established independent wealth management firms.

 

Why Us?

  • 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