Help the people you serve access a Family Office experience.
When a client, business owner, family, or professional relationship needs greater coordination across their financial life, WealthCloud360 Family Office brings the right planning, technology, and professional relationships together around them.
Make a qualified introduction and receive a referral reward when the relationship successfully enrolls in an eligible plan.
Your client stays your client. We coordinate around the relationship you already have.
Rewards become eligible after the validation period and program approval.
Who can you introduce?
The best introductions are the people in your world who are already carrying decisions that deserve more coordination.
- Homeowners and families who need coordinated planning
- Business owners and entrepreneurs
- Founders, CEOs, and executives
- Individuals facing a major financial or life decision
- Professionals who want a Family Office operating platform
- Advisors looking to expand the value they provide clients
One coordinated Family Office experience.
WealthCloud360 Family Office is the strategic quarterback, coordinating the professionals around a client rather than replacing them.
Refer. Connect. Earn.
Rewards are tied to the plan your introduction enrolls in. Partner referrals earn the most, because they bring another professional into the network.
When someone you introduce enrolls in a WealthCloud360 client plan.
When a professional you introduce joins the WealthCloud360 partner network.
Refer more. Earn more.
Milestone bonuses stack on top of individual referral rewards as your successful conversions grow. Qualified strategic partners may be invited to become WealthCloud360 Family Office Ambassadors.
successful conversions
successful conversions
successful conversions
Subject to eligibility, program terms, validation, and applicable compliance requirements.
You make the introduction. We take it from there.
Four steps, and none of them require you to become everything the person needs.
Refer a business owner, family, individual, or professional.
WealthCloud360 Family Office follows up and determines the appropriate plan.
The relationship enrolls in an eligible WealthCloud360 Family Office plan.
After the validation period, your referral reward becomes eligible.
Your relationship matters.
WealthCloud360 Family Office is built to coordinate with trusted professionals, not to replace them. Your client stays your client. When the introduction is right, the goal is to strengthen the relationship you already have by bringing additional planning resources, technology, and professional coordination around the people you serve.
Introduce with confidence. Stay connected to the relationship. Let WealthCloud360 coordinate the bigger picture.
Make an introduction and let WealthCloud360 Family Office take it from there.
Referral rewards apply to qualifying enrollment in eligible WealthCloud360 Family Office membership and platform plans and are subject to program terms, eligibility requirements, validation, and applicable legal or regulatory restrictions. Rewards are not compensation for securities transactions, investment advisory services, insurance sales, legal services, tax services, mortgage transactions, real estate transactions, or other regulated professional services, and are not based on assets under management. Rewards may be reportable income. Draft. Final wording subject to legal and compliance review.