Carson Group, a wealth advisory firm with more than $58 billion in assets under management, announced the launch of a new estate planning capability designed to help financial advisors strengthen client retention, build multi-generational relationships, and support long-term business growth during the ongoing generational wealth transfer.
The Omaha, Nebraska based company said the new capability is intended to help advisors integrate estate planning more consistently into their practices through a coordinated model that combines education, planning support and access to vetted resources. Carson noted that estate planning remains underutilized across the financial advisory industry due to limited time, resources and execution support, despite its importance for preserving family wealth and continuity.
The offering is designed to help advisors identify estate planning opportunities earlier, facilitate deeper client conversations and deliver more integrated wealth planning services over time.
Carson’s estate planning capability includes:
- A structured framework to help advisors identify estate planning opportunities and integrate them into ongoing client discussions
- Education and guidance intended to improve advisor confidence and consistency in addressing estate planning needs
- A coordinated support model through Carson’s Advanced Planning Team, providing specialized expertise for more complex planning situations
- Access to a network of vetted estate planning resources and solution providers to help clients implement, maintain and administer estate plans
- Integration with Carson’s broader planning ecosystem, including Carson Tax Solutions and Private Client Services
The company said these capabilities are intended to help advisors make estate planning a more consistent component of client service while strengthening relationships across generations and supporting business growth.
KEY QUOTES:
“At a time when wealth is moving between generations more than ever before, estate planning has become a critical part of how advisors retain relationships and create continuity for families. Carson’s estate planning program helps advisors deliver more sophisticated, integrated planning for clients with increasingly complex needs. We’re investing here because advisors need a more consistent way to incorporate estate planning into their practice. This is about helping them deepen relationships, deliver more coordinated planning and create long-term continuity across generations.”
Dani Fava, Chief Strategy Officer, Carson Group
“Advisors don’t need to become estate planning specialists to deliver meaningful value in this area. What they need is a clear way to recognize when planning is needed, start the right conversations and connect clients to the appropriate expertise. This approach gives advisors a practical path to do that consistently, while expanding access to the infrastructure, specialized support and integrated solutions needed to serve increasingly sophisticated client needs.”
David Haughton, Vice President Of Estate Planning, Carson Group
