US Based: Estate & Legacy Planning
Our estate and legacy strategies focus on shielding your wealth, distributing your assets according to your wishes, and preserving your legacy for generations to come.
- Comprehensive Estate Planning – Designing strategies for wealth transfer, asset protection, and tax-efficient succession planning.
- Trust Formation & Administration– Establishing and managing trusts to protect and distribute wealth effectively.
- Multi-Generational Wealth Strategies– Implementing plans to preserve family wealth in alignment with long-term financial goals.
- Business Succession Planning – Structuring seamless business ownership transfers while maintaining financial stability.
- Legacy Protection Strategies – Shielding assets from excessive taxation, legal risks, and mismanagement.
- Insurance Solutions for Estate Planning – Utilizing insurance for estate liquidity and wealth transfer, including:
- Life Insurance for Estate Liquidity– Ensuring funds are available to cover estate taxes and financial obligations.
- Wealth Transfer Insurance – Passing assets efficiently to heirs with tax advantages.
- Long-Term Care Insurance – Protecting family wealth from the rising costs of healthcare and elder care.
- Life Insurance for Estate Liquidity– Ensuring funds are available to cover estate taxes and financial obligations.
Sanctuary provides access to a trusted network of global custodians and industry professionals who align with our dedication to delivering client-centered service.
$52.1T
assets under custody and/or administration
$2.1T
assets under management
$2.5T+
in global client assets
$2.0B
net capital
*Pershing numbers as of September 30, 2024.
+$2.6 trillion
assets under supervision (AUS)
+1.8k
investment professionals
+100
languages spoken assets under custody and/or administration
*Goldman Sachs numbers as of January 2025.
$10.33 trillion
total client assets
36.7 million
brokerage accounts*
7.37 million
daily average trades
2.0 million
banking accounts
$1.22 trillion
in proprietary mutual funds and ETFs
*Schwab numbers as of January 31, 2025.
$15.1 trillion
assets under administration
$5.9 trillion
total discretionary assets
3.5 million
Daily average trades by customers
Up 35% from 2023
*Fidelity numbers as of December 31, 2024.
A Broad Custodial Network
Our independent platform is designed to offer clients access to a diverse range of leading financial institutions and innovative technology solutions. This flexible structure allows us to collaborate with top-tier custodians while maintaining an objective and client-focused approach.
By leveraging relationships with well-established financial firms, we provide clients with sophisticated services, strong security measures, and detailed reporting tools-ensuring they have the resources needed to make well-informed financial decisions.
