Advisor Collaboration

Continuity works directly with families and their advisors. Whether you’re a wealth manager, trusts and estates attorney, or accountant, we’re here to help you and your clients create plans that work as well for the business as they do for the family.

How We Partner

Because each client family is different, we understand the capacity in which you’ll partner with us may differ, too. At Continuity, we work with advisors in a variety of ways:

Working Together

We work side-by-side with you and your client to understand their needs and goals and offer guidance for a successful plan moving forward.

Direct Referral

We work independently with your client to focus on their needs and create a plan so you can focus your time doing what you do best.

Behind the Scenes

We work directly with you, the advisor, as a resource to provide you with the information and ideas needed before heading into your next client meeting.

Trainings

We train you and your colleagues about family dynamics, family governance, and wealth integration, so you can navigate potential issues and better serve your family clients. We offer half- and full-day formats.

Let’s Get Acquainted

We’ll meet with you in-person or virtually to learn about your needs and determine whether we’re a good fit for you and your client family.

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