Services
A Relationship-Based Approach
Cygnet Client Services is a relationship business above all else. We position ourselves as long-term partners, knowing that deep integration and continuity are key for maintaining and enhancing important relationships.
When financial advisors partner with us, we provide a strong framework for fostering trust, connection, and collaboration.
Primary and secondary CSA assignments
Initial onsite integration period
Daily check-in and checkout process
Weekly advisor-CSA video call sync
Quarterly onsite visits
Prompt response to advisor and client communication during business hours
Adherence to your data privacy, cybersecurity, and other relevant compliance policies
Strict access controls for systems containing sensitive client information
Stringent IT system configuration to protect against malicious activity
Services
Our team collaborates daily at our Utah office to deliver the following services:
CRM Optimization & Management
Custodian Paperwork
Private Investments Administration
Money Movement
New Client Onboarding
Coordination with Client Attorneys, Accountants, etc.
Client Meeting Support
Tax Document Tracking & Dissemination
Special Occasion Gifts & Cards
Gifts & Charitable contributions
Family Office Services
Intrafamily loan management
Health & Education account setup and administration
Annual exclusion gift payments and recordkeeping
High-level estate planning education
Private jet charter booking
We understand the needs of HNW and UHNW clients often go above and beyond what a typical client services associate would handle. As part of your custom engagement with Cygnet, we can provide a variety of family office services to your clients such as:
Fractional jet ownership support
International and foreign currency wires
Luxury home mortgage application coordination
Investment transfer of ownership paperwork
Facilitation of estate execution, collectibles categorization, and appraisals
Every partnership with Cygnet is unique, and while our pricing model is simple, we customize the scope and final cost based on your specific needs. Please contact us for additional details.