Prospera Financial Services launches family office program
Other - JANUARY 25, 2024

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Prospera Financial Services launches family office program

by Released

Prospera Financial Services, a boutique wealth management firm supporting a nationwide network of independent advisers, has launched Prospera Generational Wealth platform, a multilayered support team that helps advisers pinpoint opportunities and design complex strategies for ultra-high-net-worth clients. The Generational Wealth Platform will support a range of family office services and is available in all 50 states.

Affiliated advisers will now have access to all platform services and can offer them individually or as part of a comprehensive program. Additionally, these resources are easily integrated with a client’s other professional service providers including CPAs or estate attorneys. Prospera will offer regular educational events and access to white papers from leading industry thought leaders.

“A growing number of our advisers’ clients have expressed a need for family office services,” said Tarah Williams, Prospera’s president and COO. “But these cl

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