PRIVATE BANKER INTERNATIONAL
November 20, 2018
Sanctuary Wealth expands platform with two new offerings
Wealth advisory group Sanctuary Wealth Partners has expanded its platform with the dual launches of Sanctuary Tax and Family Office Services and Sanctuary Consulting Group.
Both the new offerings will include a range of services including comprehensive tax, family office, and enhanced business solutions to clients across the US.
The new businesses will operate under the company’s CFO and senior managing director David Shane.
Shane said: “The simultaneous addition of Sanctuary Tax and Family Office Services and Sanctuary Consulting Group is no coincidence.
“We are now fully equipped to strengthen our overall platform and provide best-in-class, customised strategies to our advisors, their clients, and businesses.”
Comprising CPAs, licensed attorneys and industry experts, the company’s Tax and Family Office Services team will offer financial and administrative services.
The tax services will include planning, consultation and compliance on tax issues, while the family office services encompass estate planning, financial and information management as well as other outsourced services.
On the other hand, the Sanctuary Consulting Group will provide business planning, process improvement, operations consulting services to businesses.
Sanctuary has appointed Jeff Balkan as the managing director of the consulting group.
Balkan will be responsible to expand the business to new regions as well as support the ongoing transformation of the company.
Balkan said: “We can deliver support at every phase of growth, from improving operational efficiency to planning for the future. Our services focus on business efficiency, improving both the top and bottom lines, and enhancing business value.”