Delight clients with a first-class estate planning offering through polished visualizations, sophisticated scenario planning, and differentiated planning advice. Vanilla helps multi-family offices and firms serving high net-worth clients deliver a differentiated planning experience that wows clients and drives loyalty.
SCOTT LUHNAU
Vice President, Multi-Generational Wealth Planning
Organized, accessible
estate data
Efficiently organize complex estate data to create a source of truth for the team of advisors surrounding a family
Impressive client
experiences
Present a aesthetic, consistent deliverable to key family members
Plan visualizations
at-the-ready
Replace the manual work of visualizing and analyzing a complex, multigenerational estate plan
More productive client conversations
Drive better family governance and legacy planning meetings with a easy-to-understand visuals
Capital Advisors increases estate reviews by 300% with Vanilla
Balentine deepens client relationships to provide increased value with Vanilla
Mariner uses Vanilla’s technology to stay at the forefront of estate planning
We are proud to partner and be a technology resource to all the family offices that are part of the Family Office Exchange community.
