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“Tom not only impressed me with his extensive knowledge of the industry, but particularly with the thoroughness of his work. He provided us with a comprehensive plan that touched on all aspects of the wealth management business. Additionally, in presenting the business plan to our board, he transformed complex quantitative and qualitative information into simple terms that everyone understood. If you need someone with excellent analytical and presentation skills, I urge you to contact Tom.”

—Tim Tracy
Vice President
Business Solutions Group
AgStar Financial Services, ACA

New Wealth Management Programs & Services

Why This is Important to You

If you are a financial institution that currently does not offer wealth management services to their clients - you are at risk.

At risk of losing relationships to other financial services firms. At risk of being labeled as limited in how you can help clients. At risk of neglecting an opportunity to increase vaunted fee income in a regulatory environment that is dampening your ability to do so. At risk of not adequately diversifying your revenue stream and of failing to optimize shareholder value. At risk of having those deposits you capture during clients’ flight to quality, flee to other institutions as markets rebound.

How We Work With You

Financial Services ConsultingWe help you decide the best wealth management business model to adopt, providing you with valuable information on the benefits and drawbacks of different structures to your institution, your clients, your employees and your shareholders.

We explore multiple arrangements ranging from totally outsourced models in which your expense risk is virtually nil, to adopting wealth management as a core business line.

We work with you every step of the way helping you make educated decisions on those aspects of the business requiring attention, including:

  • Financial modeling and overall financial potential
  • Staffing requirements
  • Compensation plan design
  • Organizational structure
  • Integration into the brand and business model
  • Board and executive education
  • Outsourcing options and considerations
  • Vendor decisions, due diligence & contract negotiations
  • Which products, services and wealth management business lines to include and omit
  • Document policies and procedures
  • Governance and compliance
  • Best practices learned and pitfalls to avoid
  • Comprehensive business plan

What This Means For YouWealth Management Program Management

  • Increased share of wallet
  • Stickier, deeper client relationships
  • Strengthened income statement
  • Increased client and shareholder value
  • Enhanced corporate image and competitive capabilities
  • New client relationships and business development resources

Who Will Help You

Kane Carlton is a consortium of the best and brightest talent in the wealth management industry. This confederation of seasoned professionals combines decades of practical experience in highly specialized disciplines with a no-nonsense, innovative, results drivenfocus on a singular mission - to help you.

Tom Kane

Thomas C. Kane, Founder and Chief Transformation Strategist

Learn more about Tom and how his 35 years of practical experience in financial services can help you.

 

 

Why Kane Carlton

We help our wealth management clients make informed decisions by providing them with research, competitive intelligence, best practices and innovative, objective solutions designed to reduce costs, increase revenue and stay competitive. Yet, unlike pure consulting we pride ourselves on being on the field and in the game with you, focusing on implementing the work product we create.

We understand that the thin line separating a flourishing career from unemployment and a thriving franchise from a failed business is a combination of the decisions you make. So make your first decision the right decision—decide Kane Carlton.

Learn more about our firm and how we help financial institutions like yours optimize results in the delivery of wealth management products and services.

Who We Have Helped

See a partial list of financial institutions like yours that we have helped.

Where You Begin