Banker Resources

The Banker’s Guide to Clarendon Private: When, Why and How to Refer

Helping you recognize when your client's needs are evolving and what to do.

This resource page is your go-to reference for understanding what Clarendon Private does, who we serve and how to make introductions that benefit your clients, build stronger relationships across our firm and reward you for making the connection.

Why Refer?

Refer Now

Your clients trust you. Referring them to Clarendon Private builds on that trust.

When clients face financial decisions that go beyond the scope of traditional banking and lending, they need a resource they can trust and partner with. That’s where we come in.

Bankers get rewarded for making the connection.
Qualified and closed referrals are eligible for a discretionary bonus at year-end in appreciation of your role in deepening the client relationship.

Add value without adding work.
We make it easy to connect your clients with expert financial planning guidance and sophisticated investment advice (across equities, fixed income and private markets) without asking you to do more. A quick introduction to Clarendon Private is all it takes.

Help your clients move forward with confidence.
Major life events, such as the sale of a business or transfer of wealth (i.e. money in motion), come with big questions. We bring advice, clarity and a steady hand so clients feel supported every step of the way.

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What We Offer

Investment management. Wealth planning. Private banking.

We help high-net-worth individuals, upwardly mobile professionals, families, endowments and foundations manage wealth with sophisticated investment advice and expert financial planning guidance.

Our team of experienced advisors delivers thoughtful, personalized solutions, not one-size-fits-all products. All delivered with first-class client service from a dedicated team and no 1-800 numbers. 

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Fact Sheet

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Why Boutique Private Wealth?

When To Bring Us In

For clients with growing complexity or big decisions ahead.

We are a perfect fit for clients navigating ownership transitions, complex portfolios, estate planning or significant life changes. We also work with individuals on the path to significant wealth—like a newly minted law firm partner or doctor with $500,000 today and strong earnings potential tomorrow.

Have someone in mind? Use the referral button above to start the conversation.

#CurrentWealth #EmergingWealth

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Why It Matters

One team. Better results. Stronger loyalty.

Clients increasingly expect integrated support across banking, investing and planning. According to a recent McKinsey & Company study, clients who get all of this in one place are more likely to stay with the firm and more likely to bring additional assets into the relationship.

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McKinsey Study

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A Conversation About The Benefits We Offer

What To Listen For

Signs your clients may be ready for Clarendon Private:
  • Considering a business sale or transition
  • Managing liquidity in real estate (including 1031 / 721 Exchange)
  • Looking for ways to improve tax-efficiency
  • Asking for more tailored or proactive financial advice
  • Beginning estate or generational wealth planning
  • Balancing liquidity needs with long-term investments
  • Asking questions around education planning
  • Managing equity compensation or concentrated stock positions
  • Dissatisfaction with their current private wealth manager
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Explore Real Client Scenarios

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Your Wealth Your Way

Not Sure? Just Ask

You don’t have to be the expert—just the connector.

Whether you’re confident a client is a fit or just have a hunch, we’re here to talk it through. We will keep you involved and make sure your client receives the Clarendon Private white-glove client experience they deserve.

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Meet Your Clarendon Private Team

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