Family Office Model Opportunity for Advisors- Charlotte
PeachCap's Family Office Model provides integrated Wealth Management and Tax solutions to established Wealth Management Practices, RIAs and Financial Advisors who are seeking to differentiate their practice and expand their service offerings through our unique Family Office structure.
Our Advisor Network has access to fully integrated Family Office Services:
- Wealth Management and Open Investment Solution Platform
- Tax Planning and Preparation, High Net Worth Tax Strategies
- Emotional Intelligence
- Private Equity and Alternatives
- Single sign on API Platform
- Retirement and Financial Planning
- Practice Transition/Succession/Acquisition Support
- Securities Backed Lending
PeachCap offers both W2 and 1099/Independent options for our advisors.
Please CONTACT US today to discuss this unique opportunity!