Partnerships

Partnerships

Together we can build on your success. At Sapiat, we excel at working in partnership with other leading professionals to complement and enhance the services you are able to offer your clients. Both of us have the same core values. Both of us are solid in our commitment to put the client’s best interests first. When we work together, your expertise in your field and our comprehensive asset management experience, tools, and resources can take your offering of services to the next level.

 

We Are 100% Client-Focused

To be clear, when you team up with Sapiat, you become an important ad hoc member of our team. We will never do anything to harm the relationship you have with your client, but we will do everything we can to help you deepen that relationship. Our goal is to be an out-sourced team member working behind the scenes to create a plan, strategy, and portfolio that complements and supports what you have already put into place. That gives you an edge in solidifying your relationship with your client.

 

Let’s Agree To Agree

A formal Professional Referral Agreement can go a long way in giving you confidence in knowing you can refer your clients to a firm you trust to help you build on your existing client relationship. Properly structured, this agreement offers you another source of income with little or no cost. In turn, the agreement can generate new business for you as we refer our customers to talented professionals. It is a win-win for all concerned and we’re both making referrals anyway.

 

Take Us For A Test Drive

We make referrals too, so we understand your concerns. To help put you at ease, we recommend you take our services for a free test drive and find out for yourself what we’re all about. We are happy to take you through our process from start to finish using the exact same steps we use with customers. You will find out firsthand the depth of our advice, the quality of our work, and experience our customer service. The worst thing that can happen is you walk away with a free financial plan and portfolio evaluation. Give us a call to schedule a time to talk. We’d love to do this for you.

Attorneys

 

 

 

 

 

 

 

Support for Attorneys

No matter your specialty, Sapiat Asset Management can add considerable value to your practice. We work directly with Individuals, Families, the Businesses they own, and the Trusts that benefit them.

 

Our comprehensive lineup of asset management services include:

  • Sudden Wealth Strategies
  • Investment Management
  • Comprehensive Financial Planning
  • Intergenerational Financial Planning
  • Estate Investment Settlement
  • Charitable Gifting Strategies
  • ERISA Plan Evaluation & Design
  • Business Succession Strategies
  • Personal Guidance and Answers to Questions
  • Complimentary Second Opinions and Reviews of Financial Plans, Strategies, Portfolios, Insurance Policies, and ERISA Plan Designs.
Bankers

 

 

 

 

 

 

 

Support for Bankers

There is no substitute for experience. Sapiat Asset Management professionals have a strong background in the banking industry. With our expertise, we can assist by complementing the services you offer.

 

We can:

  • Encourage customers to consolidate all of their personal and commercial banking with one institution.
  • Manage assets to help customers strengthen balance sheets.
  • Incorporate lending solutions as part of a long-term financial plan.
  • Tax-Efficient Investment Strategies
  • Comprehensive Financial Planning
  • Intergenerational Financial Planning
  • Business Succession Strategies
  • ERISA Plan Evaluation & Design
  • Charitable Gifting Strategies
  • Investment Management
  • Estate Investment Settlement
  • Provide personal guidance and answers to questions.
  • Complimentary Second Opinions and Reviews of Financial Plans, Strategies, Portfolios, Insurance Policies, and ERISA Plan Designs.
CPAs

 

 

 

 

 

 

 

Support for CPAs

Sapiat has extensive experience in providing Individuals, Families, Small Business Owners, Corporate Executives, and Trustees with objective asset management guidance through partnerships with knowledgeable CPAs.

 

This guidance can include:

  • Tax-Efficient Investment Strategies
  • Comprehensive Financial Planning
  • Intergenerational Financial Planning
  • Business Succession Strategies
  • ERISA Plan Evaluation & Design
  • Charitable Gifting Strategies
  • Investment Management
  • Estate Investment Settlement
  • Provide personal guidance and answers to questions.
  • Complimentary Second Opinions and Reviews of Financial Plans, Strategies, Portfolios, Insurance Policies, and ERISA Plan Designs.
Trustees

 

 

 

 

 

 

 

Support for Trustees

Sapiat has worked with Trustees for decades. We understand your obligations and the unrelenting demands of beneficiaries. We understand your need to balance the needs of the trust with the wants of the beneficiary. We have years of experience managing trust investment strategies and portfolios, but we also work with beneficiaries to create a financial plan that often helps change their outlook about money and wealth. We will work with you to get beneficiaries on track and keep them there.

 

Our work for Trustees often includes:

  • Investment Management
  • Tax-Efficient Investment Strategies
  • Sudden Wealth Strategies
  • Charitable Gifting Strategies
  • Estate Investment Settlement
  • ERISA Plan Evaluation & Design
  • Business Succession Strategies
  • Comprehensive Financial Planning
  • Intergenerational Financial Planning
  • Personal Guidance and Answers to Questions
  • Complimentary Second Opinions and Reviews of Financial Plans, Strategies, Portfolios, Insurance Policies, and ERISA Plan Designs.