Comprehensive wealth services and expertise for ultra high net worth investors.
Position your practice for the future of wealth.
$10T
Value of business assets expected to change ownership1
89%
Ultra-high-net-worth individuals who receive “value add” services from their primary wealth management provider2
$84T
Assets expected to change hands via wealth transfer through 20453
Expertise and resources across the spectrum of wealth planning.
Trust & Estate Planning
We work collaboratively with clients' legal and tax advisors to create and implement effective wealth transfer strategies that are aligned with your clients' goals.
Strategic Tax Planning
Help clients reduce their current and future tax burdens, while preserving and growing their wealth.
Concentrated Position Planning
Get personalized guidance and strategies for asset location, diversification, charitable giving, and liquidity to manage risks associated with concentrated positions.
Philanthropic Planning
Access expertise across a range of vehicles, such as donor-advised funds, private foundations, and charitable trusts, to develop personalized strategies that align with client philanthropic goals.
Equity Compensation Planning
Guide clients through the complexities of equity compensation.
Business Succession Planning
Help clients navigate the complex process of business succession planning.
A Team of Experts Behind You for the Entire Journey
Discovery
Work with our investment consultant team to assess your client’s wealth planning needs.
Pre-Client Meeting
Review your client’s financial goals and uncover wealth planning challenges with an investment consultant and senior wealth planner.
Client Meeting
Bring your senior wealth planning and investment consultant team to your client meetings for deep expertise and value.
Implement
Execute your client’s plan with personalized wealth planning recommendations and detailed instructions, including implementation timelines.
Follow Up
Repeat the meeting process as necessary, making adjustments and additional recommendations based on the client’s evolving needs and circumstances.
Meet Our Team Members
PatrickSchultz
Senior Wealth Planner
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1. Source: The Current Rise in Small Businesses Being Sold Over the Next 10-15 Years, SCORE, December 2022
2. Source: HNW Investor Survey, PWC, 2022
3. Source: US High Net Worth and Ultra High Net Worth Markets 2021, Cerulli Associates, 2022
Clark Capital offers access to wealth planning services for clients or prospect households whose total account values are $10 million or above.
This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. Investors should consult their personal tax, legal and accounting professionals before engaging in any transaction.
