Why Do Clients Who Can Choose Any Solution Choose Clariata? 

When your net worth reaches eight digits, your possibilities and responsibilities multiply.

 

When your net worth reaches double-digits, your opportunities and options become limitless. 

 

You can have almost anything or work with almost anyone. A lot of the ‘big boys’ actively pursue you. Many professionals having anything to do with finances, wealth management, or estate planning would give almost anything to work with you.

 

So why did one billionaire and his family recently choose Clariata over all the other world-class options out there? 

 

Beyond that, why does this happen consistently? 

 

When given the choice, why do more high-net-worth (HNW) and ultra-high-net-worth (UHNW) families prefer Clariata over all other family management and legacy development systems?

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(For us, what’s even more exciting than these highly selective clients choosing us is the fact that they all recommend us. There is no higher compliment or achievement.)

 

Let’s explore…

 

While Clariata wins on many levels, there are three main reasons HNW and UHNW families connect with Clariata.

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Our exclusive Wealth Activation™ Methodology.

At some point, clients stop caring about how much money they have and shift to caring about what their money is doing for or to them. When this shift happens, you need new management and engagement tools in your toolkit to help you move from being an advisor who provides passive information to an engagement specialist who helps your clients define and achieve their goals and dreams.

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Clariata is the only methodology that connects all the dots – from past to present to future – so an individual’s or family’s wealth can be a resource for helping them live more exciting and fulfilling lives. 

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What’s more, you don’t have to find some magical way to increase your ability to interact with people (often referred to as EQ) because all the people management tools, methods, and wisdom you need are built into Clariata. 

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Clariata essentially helps you gain 30 years of legacy planning expertise almost instantly thanks to its built-in, proven, and tested questions, tactics, and methods.

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Our Dynamic Resource Management System™.

Life, like time, is always moving…changing…flowing. These elite clients insist on being able to do what they want, when they want, with little to no hassle – AND – they want to be able to quickly understand the consequences of their choices and actions.

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Clariata’s dynamic resource management approach allows this to happen. Should your client need to zig instead of zag, simply update the system and your new life maps will be created. We like to think of it as the difference between paper maps or MapQuest™ and Google Maps or Waze™. One system gives you static information that doesn’t change based on your actions and the other is constantly updating and adapting based on every turn you make, detour you take, or roadblock you run into.

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Our original GenConnect™ Program.  

Another exclusive and critical component of Clariata is the ability to help connect the various generations of a family and the core values that define the family as a whole. This may sound simple or meaningless, however, gaining alignment across multiple generations of a family is critical for generational wealth management.

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With this alignment, families can quickly and easily make decisions and fights or disagreements about resources virtually disappear. Should a conflict arise, the family has a set of principles they can use to create a resolution quickly. 
 

(Note: This is a critical piece for most HNW and UHNW families, especially those with newly created wealth, as one of their main concerns is (often) the destructive potential their newfound wealth holds.) 

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Clariata is packed full of tools, techniques, and methods like these and it’s all wrapped up in a user-friendly and intuitive technology platform that makes it easy to integrate into your regular client interactions.

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Best of all, it’s proven effective. 

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The outputs and solutions Clariata provides have been tested and verified over the past 30 years through private consulting engagements led by Mark Casella, Clariata’s Founder. He has spent the last five years putting everything he learned working with HNW and UHNW clients on a 100% referral basis into this new system. (Why? Because he saw the value his approach brought to the families he worked with and wanted to be able to share these kinds of results with more families.) 

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Many families can cover one or two generations without too much extra planning or work.

 

Multi-generational planning, however, is a whole different level of complexity.

 

These families have moved beyond the need for a financial planner and into the space where they need a life manager or someone who can help them simplify their lives and achieve their goals. 

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Clariata is the only system that delivers these results – helping you move from an information provider and money manager to a life advisor and wealth activator.