Built on client service.
Trusted for execution.
Specialists in wealth management transitions, operational initiatives, and the high-net-worth client experience.
Great client experiences are built behind the scenes.
Today, advisory firms, multi-family offices, and financial institutions rely on our team to provide the operational expertise and execution support needed during periods of growth, change, and transition.
Our Leadership Team
Pablo Moreno
Founder & President
Marcella Toronto
Founder & Managing Partner
Benito Moreno
Managing Partner
Our leadership team brings experience from wealth management, institutional financial services, and global organizations to every Cygnet engagement.
Transition Support
Transition support involves more than paperwork and asset transfers.
Transitions require coordination, adaptability, and attention to detail. Cygnet combines wealth management experience with proven project management expertise to help firms navigate change with confidence.
WHY FIRMS CHOOSE CYGNET
Approved Custodian Relationships
Approved vendor relationships with Fidelity and Goldman Sachs, backed by a strong commitment to compliance, data security, and operational excellence.
Built for Complexity
Our experience spans a wide range of account structures and client scenarios, from individual and retirement accounts to trusts, alternative investments, securities-backed loans, and layered entities.
Collaborative Team Model
Employee-only team working together in the same Utah office, providing the real-time coordination, accountability, and responsiveness that complex projects require.
SUPPORTING TRANSITIONS FROM MAJOR CUSTODIANS
Whether assets are moving from Wells Fargo, UBS, Morgan Stanley, Merrill Lynch, Stifel, or another platform, Cygnet provides the operational support to keep the transition on track.
HOW WE HELP
Data gathering, analysis, and clean up
Account opening, account feature, and asset transfer paperwork
Special documents preparation (ex. advisory agreements, change of broker dealer forms)
Paperwork submission & progress tracking
Support for client follow-up
Assistance with NIGO resolution
“We know transitions are often a once-in-a-lifetime event for advisors, and everything we do is designed to deliver a smooth, high-quality experience.”
Operational Initiatives
Many firms know where they want to go but need help getting there.
Whether implementing new systems, improving processes, or addressing operational challenges, Cygnet provides the expertise and execution support to move projects forward.
WHERE WE HELP
The projects that tend to stall aren’t the simple ones. They are the ones that cut across teams, require institutional knowledge, or demand a level of operational precision that’s hard to maintain when your team is focused on running the business. That’s exactly where Cygnet works best.
AREAS OF ENGAGEMENTS
Large-Scale Conversions
Cygnet supported a multi-billion dollar custodial conversion project with advisory teams across the country, coordinating paperwork requirements, repapering, and transfer tracking on an accelerated timeline.
Special Projects Support
When ambitious firms are looking to tackle a special situation project, there is rarely a playbook. Cygnet's experience with complex project management and a variety of uncommon firm initiatives, positions us to help make ambitious ideas a reality.
Firm Operations Implementation
Scaling a firm requires the right operational foundation. Cygnet has stepped in to help firms build it, configuring CRMs, building workflows, establishing onboarding processes, and making sure billing, file storage, and operational documentation are all in place.
“Cygnet helps advisory firms and wealth management organizations execute important operational initiatives that support growth, efficiency, and the client experience.”
Post - Transition Back Office Services
Temporary support designed for firms serving high-net-worth clients, where accuracy and attention to detail are essential.
Cygnet provides temporary operational support following a transition, helping firms manage post-transition workloads and maintain momentum while settling into their new systems.
Back Office Coverage
Custodian Paperwork
Private Investments Administration
Money Movement
New Client Onboarding
Client Meeting Support
Tax Document Tracking & Dissemination
“Strong bridge support helps firms maintain continuity, preserve the client experience, and keep business momentum while settling into their new steady-state. ”
EXPERIENCE ACROSS THE INDUSTRY
Logos displayed for informational purposes only.Frequently asked questions
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The earlier the better. While support is often focused on account opening and asset transfers, early planning can help identify operational considerations, establish timelines, and prepare for a smoother transition.
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Yes. We've supported a range of engagements, from smaller advisor moves to large-scale custodial conversion projects involving multiple advisors and significant asset volumes. Our back office service is the only service that mainly targets advisors serving HNW and UHNW clients.
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Yes. Depending on the engagement, support can be delivered remotely, onsite, or through a combination of both.
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Cygnet is not a staffing agency. Our back office support offering is designed to provide a bridge between the first few weeks of a transition and ongoing, steady-state operations. The back office support we provide is delivered by experienced team members who are employed, trained, and managed by Cygnet.
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Yes. Our team works within your established workflows, technology stack, and operational procedures.