Estate tech provider wealth.com launches family office suite
The digital estate planning firm has also tapped a Commonwealth Financial veteran to help strengthen its HNW and UHNW planning offerings.
Fintech provider wealth.com has unveiled a new estate management tech suite exclusively designed to help firms and advisors with wealthy and ultra-affluent clients’ estate planning.
The wealth tech firm’s newly unveiled Family Office Suite is a comprehensive collection of estate management te
Learn more about reprints and licensing for this article.