The Great Wealth Transfer: Safeguarding AUM During a Time of Transition

The coming decades will witness an unprecedented wealth transfer, with trillions of dollars entrusted to the next generation. Family offices and private banks face a critical challenge: ensuring the continuity of Assets Under Management (AUM) during this transition. Heirs inheriting wealth may not feel a strong connection to their parents’ wealth management firm, leading them to move their resources elsewhere.

CourMed: Your Solution for a Secure and Healthy Legacy

CourMed offers a comprehensive health and wellness platform designed to benefit every member of your clients’ families. We understand the intricacies of wealth management and believe a proactive approach to health is paramount in fostering loyalty. Our focus is on keeping your clients healthy, not just treating them when they’re sick or injured. This empowers them to feel their best and make informed decisions about their well-being.

Our Personalized Solutions:

• Proactive Health Focus: We go beyond reactive care. Through advanced diagnostics, we identify potential health risks early, allowing for personalized interventions to optimize long-term wellness.
• Unmatched Convenience: Eliminate wait times with appointments at preferred locations, maximizing your clients’ valuable time.
• DNA-Based Supplements: Personalized solutions for each member’s unique biology, promoting optimal health.
• Cutting-Edge Therapies: From pediatrics to anti-aging, we offer a range of services to keep families thriving at every stage of life.

Platinum Membership – Maximize Your Well-Being and Financial Advantage

Our Platinum Membership offers additional benefits to help your clients optimize their health and finances:

• Tax Benefits: Certain CourMed services qualify as medical expenses, reducing your clients’ taxable income.
• Flexible Payment Options: Utilize pre-tax dollars for health and wellness services with FSA, HSA, and HRA debit cards.

Benefits for Family Offices & Private Banks:

• Reduced AUM Loss: By investing in the health of each family member, CourMed helps minimize the risk of heirs seeking wealth management services elsewhere. We foster loyalty and a sense of continuity, encouraging families to keep their AUM with your firm across generations.
• Enhanced Client Relationships: Investing in your clients’ health demonstrates a commitment to their overall well-being, building trust and a stronger partnership that extends beyond the current generation.
• Differentiation in a Competitive Market: Offering CourMed sets your firm apart, showcasing a holistic approach to wealth management that extends beyond finances.
• Peace of Mind: Your clients can focus on long-term financial planning with the confidence that their family’s health is well-supported, fostering a sense of security and satisfaction with your services.

Invest in a Healthy Future, Together

CourMed empowers family offices and private banks to offer their clients a comprehensive solution for lasting success. Partner with us to build stronger relationships, minimize AUM loss, and secure your position as a trusted advisor across generations.

Schedule a consultation to learn how CourMed can benefit your firm and its clients.

CourMed is a concierge health and wellness company that connects you to world-class services in your home, office, or on the go. Your health is our priority – that’s why we’ve assembled a team of renowned medical professionals and advanced health and wellness solutions focused on your best health.

CourMed’s exceptional concierge service offerings include:

At-Home Health & Dental Services

Cutting-Edge Regenerative Therapies

Nutritional & Health Infusions

Preventative Care & Vaccines

Vitality & Anti-Aging Solutions

Comprehensive Metabolic and Nutritional Testing

CourMed’s Exclusive Precisely-Personalized™ nutraceutical program with custom-compounded vitamins and nutritional infusions matched precisely to your body’s biochemical needs