About Claiata
Clariata was created by Mark Casella, a longtime wealth advisor who spent decades guiding UHNW families. He realized that while financial strategies are essential, the most successful families aren’t just looking to grow their wealth—they want to define their legacy.
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Mark wrote Living a Legacy That Lasts, a book that outlined his unique process for legacy planning. A billionaire who read the book called the approach extraordinary and said it could revolutionize the way family offices and wealth advisors help their clients. That insight led to the creation of Clariata—a digitized system that provides a structured roadmap for advisors and clients to follow.
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Clariata gives advisors a repeatable methodology to help clients uncover their true priorities and translate them into an actionable plan.
For Advisors
Deepen client relationships & grow your business
Engaging clients in legacy conversations isn’t just valuable—it’s profitable. Research shows that advisors who establish deep relationships:
Receive 26% more referrals
Attract 2x more net new assets
Generate $1.5 million more in revenue per $1B AUM
Clariata helps you facilitate deeper conversations, leading to stronger engagement, long-term loyalty, and more impactful financial planning.
For Clients
Gain clarity on your future with the Clariata process
You’ve built wealth. But what comes next? Clariata helps you define what truly matters—not just financially, but in terms of your family, your passions, and your impact.
Through our Dream LifeMap process, Clariata helps you:
Articulate your goals for yourself and your family
Define the legacy you want to leave behind
Work with your advisor to build a plan that reflects your vision
Your wealth is just one part of your story. Let’s make sure your legacy reflects your full vision for life.
