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High Net Worth Client Solutions
People of means have unique needs and priorities when they are seeking both financial growth and values-based stewardship.
Faithward’s emphasis on stewardship-centered planning, backed by the robust network of companies, enables us to deliver holistic, biblically-based strategies that align with your client’s values and aspirations. Our tax-wise philanthropic strategies provide avenues for impactful giving that resonate with faith and the commitment to making a Kingdom difference. Our in-house professionals, spanning wealth management, legal & estate planning, and charitable giving resources, are ELEVATING THE PURPOSEFUL PRACTICE as we work together to provide seamless, personalized guidance, including customized planning to protect your client’s legacy. This integrated support means that every aspect of the client’s journey is managed by specialists uniquely trained to serve high-net-worth individuals who prioritize both financial acumen and values alignment, giving you confidence in a comprehensive, purpose-driven approach to managing client wealth.
For the trusted professionals of clients with a substantial nest egg, working with our team is a strategic choice for ensuring that your client’s familial and philanthropic goals are not only realized but optimized for maximum impact.
With our biblically responsible investment strategy, donors can ensure that their charitable investments are stewarded in a faith-based way over time. Our Foundation’s focus on aligned values allows donors to support ministries, nonprofits, and causes that truly resonate with their mission to live a generous life. We can provide complex charitable illustrations to help donors understand the full impact of their gifts, whether simple or complex, and our smaller, more responsive team ensures that their needs are met with personalized attention. Moreover, when making complex gifts, such as appreciated assets or real estate, our built-in legal team can help to navigate any legal complexities, ensuring that their philanthropy is as impactful as it is seamless. By working with Faithward, you can ensure that clients’ planning is both strategic and meaningful, leaving a lasting legacy for future generations.
