Carson said that the offering is designed to tap into the $27.5 trillion in investible assets controlled by 3.2 per cent of US households.

Carson Group has launched Private Client Services, a suite of white-glove solutions for Carson’s advisors serving HNW clients.

The team in charge of the offering is led by Jamie Carroll and concentrates on helping Carson advisors attract and serve those with $10 million or more in investible assets, Carson said in a statement yesterday. Carroll has more than 20 years’ experience working in the high net worth space.

“High net worth clients often require services beyond traditional wealth management, including business exit planning, advanced estate and risk planning, succession planning and intergenerational coordination, in addition to concierge and lifestyle services. They need a team that can coordinate every aspect of their financial lives, and our team is not only ready to deliver, we’re already doing it,” Carroll said. 

The team is made up of investment research and wealth strategy specialists.

Carson said that the offering is designed to tap into the $27.5 trillion in investible assets controlled by 3.2 per cent of US households.

“Strategically, this positions our firm – and our advisors – for long-term growth by enabling a move up market,” Dani Fava, chief strategy officer at Carson Group, said. 

Carson Group manages more than $45 billion in assets under management as at the end of July this year.