Kestra Financial announced it is expanding its advanced planning offering with a new senior hire and a strategic technology partnership to help affiliated advisors deliver more personalized, comprehensive financial strategies for clients.
The Austin-based wealth management platform appointed Christine E. Brown as Head of Advanced Planning, tasked with leading a team that supports advisors and clients with advanced planning needs, including sophisticated wealth transfer and estate planning strategies. Kestra also announced a new partnership with RightCapital, giving Kestra-affiliated advisors access to financial planning software designed to integrate with existing advisor technology stacks.
Kestra said Brown is a licensed California attorney with more than two decades of experience advising ultra-high-net-worth families on wealth transfer strategies, trust administration, and estate planning. The firm positioned the hire as part of a broader push to equip advisors with additional expertise and tools to address complex client situations.
As part of the expansion, Kestra’s partnership with RightCapital will provide advisors with planning capabilities, including retirement, tax, and insurance needs analysis, among other features. Kestra and RightCapital also highlighted onboarding and support services intended to help advisors adopt the platform with minimal disruption.
RightCapital, founded in 2015, said it has introduced new features over the past year to support planning for business owners, client prospecting, and expanded tax analysis. Kestra said the partnership is intended to bolster the advisor-client experience through more modern, integrated planning workflows.
KEY QUOTES:
“I’m excited to join Kestra Financial to lead its advanced planning initiatives. Advanced planning is one of the most powerful ways advisors can help clients achieve their long-term goals, and I appreciate Kestra’s deep commitment to equipping its advisors with the tools and expertise they need to succeed.”
“Kestra is dedicated to providing advisors with best-in-class resources, and our partnership with RightCapital is a key step in delivering modern, integrated solutions that elevate the advisor-client experience.”
Christine E. Brown, Head of Advanced Planning, Kestra Financial
“We look forward to working closely with Kestra Financial, an organization that shares our commitment to advisor success. Together, we aim to empower advisors with modern, innovative planning tools that meet the evolving needs of their clients.”
Shuang Chen, Co-Founder and CEO, RightCapital
