Specialized Services

We proudly serve firms of all sizes and the ultra-high-net-worth and family office communities, with a range of service models tailored to your business. With Schwab, you get the spirit of an independent and the scale of an industry leader.

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Services

  • Serving family offices

    We serve more than 280 family offices that collectively manage over $285 billion in assets.1 Trust, knowledge, and experience matter. We provide highly specialized and dedicated teams with customized products and services to meet the needs of both single- and multi-family offices.

  • Advising HNW & institutions

    Our experience runs deep. Almost half the assets managed by our advisor community come from high-net-worth households.2 We turn this experience into insights and resources that can help you strengthen ties and could grow your practice.

  • Serving elite advisor teams

    Top-performing teams are going independent at an increasing rate.3 Find out why, and learn how we can help your team redefine what it means to be a financial advisor.

  • Serving the spectrum of advisors

    We are your advocate. Schwab supports firms of every size with a wide range of client solutions, technology, educational resources, and thought leadership you can use to grow your practice. 

Contact

We're here for you

Talk to a Schwab Business Development Officer to learn how our innovation, insights, and resources can help you own your future and better serve your clients.

All conversations are completely confidential.

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(1019-92PE)

1. As of May 31, 2019. "Family office" is defined as advisor firms that identified as a family office in their ADV filings.
2. "High-net-worth" is defined as having $5 million or more in assets.
3. The Cerulli Report, U.S. Intermediary Distribution 2018, Exhibit 2.05.