Sanctuary Global is the destination for elite international advisors,
because we know their needs and offer the solutions: turnkey resources, economies of scale, strategic guidance, industry expertise and a safety net of operational support. In addition, we give each advisor the independence, flexibility and control to focus on what matters most to them: working with clients and growing their business.
With Sanctuary Global, you gain the freedom to take control and own your destiny. Our advisors are partners, not employees, fully empowered to make important decisions.
Independent advisors turn to Sanctuary Global because they value their independence, but no longer wish to ‘go it alone.’
One of the key ways we help our partner firms grow their business is through Tuck-ins.
We understand that many independent advisors enjoy a current level of success, but recognize that sustaining the profitability of their practice – or growing it effectively – requires a modification to their business model. They turn to Sanctuary Global for access to our platform as well as the many distinct client solutions we offer. These advisors retain their independence — and their relationship with us is limited to a resource partnership. However, we treat each with tremendous care and respect and ensure that they find true value through our offerings. Like our partner firms, they gain access to our operational and technology platform, as well as our value-added support, ranging from brokerage and investment banking services to insurance and family office services.
Our strategy is a win-win-win. Larger advisors can quickly and dramatically scale their book of business. The acquired advisor becomes part of a large successful firm, well-positioned to thrive on our platform. And Sanctuary continues to build our national network of elite RIAs.
In our role of bringing together both parties, we look to help provide financing options where needed. Some of our existing partner firms are eligible for acquisition financing under our Partnership Program.
Some independent advisors will turn to Sanctuary Global because they may be nearing retirement and, without a succession plan, they’re considering a sale to either fully or partially exit the business. Through our own investment banking and financing businesses, we have built-in valuation services that can help them best determine their next step.
With exits, we can offer three options.
We look to match the exiting RIA with a partner firm from within the Sanctuary network, where there is a strong appetite for growth through acquisition.
We leverage our external network of industry connections, including through the strategic relationships we maintain with our selected custodian firms, to identify a potential buyer.
We will consider a full or partial acquisition by Sanctuary. These scenarios provide excellent opportunities for all parties to benefit and achieve their desired outcomes.
Some independent advisors enjoy a current level of success but recognize that sustaining the profitability of their practice – or growing it effectively – requires a modification to their business model. They turn to Sanctuary Global to access our advanced platform and the distinct client solutions we offer. These advisors retain their independence and their relationship with us is limited to a resource partnership. However, we treat them with tremendous care and respect and ensure they find true value through our offerings. Like our partner firms, they gain access to our operational and technology platform, as well as our value-added support, ranging from brokerage and investment banking services to insurance and family office services.
When you join Sanctuary Global, you are able to take control of your own destiny. Our advisors are partners, not employees, fully empowered to make important decisions. Join our network.
Sanctuary actively works with successful RIAs and IBDs
who are eager to join our network for access to an open architecture platform, community of like-minded advisors, and a wide range of advanced services offered through our own roster of businesses. We invite you to learn more about our comprehensive suite of solutions.
We understand that in order for advisors to deliver the best options to their clients, they need access to the best investment products and cutting-edge technology. So as a hybrid firm — registered as both an RIA and a broker/dealer and offering multi-custodian options — a key founding principle of Sanctuary has been to ensure our advisors have access to the same or better offerings than they had at either their own firm or at a former wirehouse.
Sanctuary provides access to a complete platform of services and solutions to help drive growth.
Sanctuary Global is committed to delivering the support you need to run an independent business with the all-encompassing services and tools that include technology, compliance, and other non-revenue generating functions. This allows our advisors to focus on client relationship management and delivering the best advice, rather than the day-to-day minutiae of running a business.
Among the vast advantages of our platform, we offer outsourced services for Finance, Tax And Accounting; Marketing & Communications; and Information Technology.
Additional services include:
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Advisor
Solutions
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Advisor
Experience
Ultimately, Sanctuary Global allows you to operate at your very best.
Once your independent firm is established, we continue to help you grow your practice through organic and inorganic strategies, add-on acquisitions, and new investment revenue opportunities, sourced from within the Sanctuary network.
February 24, 2023
Sanctuary Wealth Welcomes Chappell Wealth Management as Partner Firm
Largest producing wirehouse breakaway team to join Sanctuary to date hails from Merrill Lynch and encompasses seven professionals with close to $1.5 billion in AUM
Read More
July 02, 2021
Sanctuary adds $1.22b ex-Merrill Lynch team
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June 28, 2021
$1.2B Merrill Team Breaks Free to Broaden Clients' Investment Access
Sanctuary Wealth says it has helped yet another team of Merrill Lynch financial advisors with more...
Read More
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