At a glance
- InvestmentNews first reported the selection.
- The offering includes a client readiness assessment, a vetted national network of aging-care providers and a Care Concierge team that handles complex coordination cases.
- Partner advisors can raise longevity planning in client reviews and hand off hands-on coordination to bQuest's concierge rather than build provider relationships themselves. bQuest CEO Lauren Clough said the platform lets advisors offer aging-care support without becoming specialists.
Sanctuary Wealth has selected bQuest, an aging-care and longevity planning platform, for its independent partner firms. InvestmentNews first reported the selection.
The offering includes a client readiness assessment, a vetted national network of aging-care providers and a Care Concierge team that handles complex coordination cases. Pricing for partner firms was not included in the coverage.
Partner advisors can raise longevity planning in client reviews and hand off hands-on coordination to bQuest's concierge rather than build provider relationships themselves. bQuest CEO Lauren Clough said the platform lets advisors offer aging-care support without becoming specialists.
Sanctuary's announcement cited two demand surveys. A Forbes Insights poll found 95% of high-net-worth individuals say their health matters more than their wealth, and a PwC survey found 89% of high-net-worth clients want lifestyle concierge support, including coordinated elder care. InvestmentNews said it had not independently verified either figure.
Reported by the RIA desk from InvestmentNews. Published . Corrections