Wealth and asset management

Unlocking your high-performance firm starts here

Every organization starts with a vision. But there comes a day where you wonder how you get from where you are now to where you always dreamed you could be. 

Whether the distance is short or long, if you’re committed to going there, we’ll be right by your side. 

At Wipfli, we are committed to helping wealth management and asset management firms succeed and grow with compelling and powerful insights, resources and solutions.  

Holistic solutions 

Our team can help you find the right balance between stability and agility to help your firm reach its ideal state. 

Business consulting: We uncover opportunities involving data, people, structure, strategy and technology that can drive your success. From growth to transition, we help you perpetuate your legacy into the future. 

Finance and accounting: We turn numbers into actionable insights that drive proactive, strategic decisions. From CFO advisory to tax and audits, we can help.

Regulatory compliance: Our team provides practical solutions that support and monitor compliance issues and helps develop policies and train employees.

Technology consulting: We discover and deploy digital solutions that will help you leverage digital strategy to drive engagement, collaboration, efficiency and growth.  

Talent and change management: Our organizational performance specialists help you manage disruption and craft an agile strategy while also managing your people, payroll and benefits. 

Meeting your needs at every stage 

We help clients define where they are, where they are going and how they are going to get there. The path to growth is not always linear, and our team will be by your side throughout your firm’s lifecycle.

Are you struggling to meet the urgent needs of daily operations and unable to solidify your base to handle the moments of massive change?

Here's how we can help:

  • Establishing a strategic vision
  • Choosing a legal entity
  • Implementing operating documents
  • Establishing an advisory board
  • Cash flow analysis & projections
  • Talent management
  • Compensation planning
  • Outsourced CFO
  • Interim succession planning
  • Sources of capital

Are you struggling to meet the urgent needs of daily operations and unable to solidify your base to handle the moments of massive change?

Here’s how we can help:

  • Business intelligence
  • Digital planning and strategy
  • Talent management
  • Create catalytic leadership team
  • Technology selection
  • Cloud operations
  • Cybersecurity
  • Back-office accounting
  • Cash flow analysis & projections
  • Compensation planning
  • Interim succession planning
  • Sources of capital
  • Strategic planning

Your business is up and running and you’re managing growth. Now you need to integrate your changes and vision into your structure and how you do business.

Here’s how we can help:

  • Business continuity and incident response
  • Succession planning
  • Business intelligence
  • CIO advisory/IT strategic planning
  • Strategic advisory services, organizational performance
  • Building a cohesive culture
  • Investor communications
  • CFO advisory
  • Audit and accounting
  • Market value assessment
  • Mergers or acquisitions consulting 
  • Succession planning

Your vision, strategy and business operations are implemented, and you’ve succeeded at what you set out to do. Now you need to think about your next destination. It may be a new growth strategy or it may be a new challenge.

Here’s how we can help:

  • Exit strategies
  • Personal financial planning
  • Business valuation
  • Merger and acquisition strategies
  • Succession planning
  • Transition strategies
  • Talent management
  • Change management
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Featured Insight

3 ways to not join the list of firms who have failed with digital transformation

Digital transformation for financial services firms often fails when they don’t focus on these three key elements.