The leading hybrid RIA is equipping its Partner Firms with a structured framework to guide clients and families through aging, caregiving, and long-term care decisions
, /PRNewswire/ — bQuest, the multiple-award-winning aging-care and longevity planning intelligence platform, announced today that Sanctuary Wealth has selected bQuest to bring longevity planning and elder care coordination to its community of Partner Firms around the country.
The partnership gives Sanctuary’s Partner Firms a structured way to help clients and their families prepare for the financial, practical, and personal realities of living longer, from healthcare costs that routinely exceed standard retirement projections to the family conflict and rushed decisions that often follow a health crisis.
Through bQuest, advisors can introduce these conversations during regular client reviews, then connect clients to a vetted national network of aging-care providers and a dedicated Care Concierge team when a situation becomes complex.
“There is a longevity revolution going on, and it will impact every financial plan our Partner Firms deliver to clients,” said Robert Walter, President at Sanctuary Wealth. “Clients want to talk about how to prepare for aging and the care they may need. The response to bQuest within our community so far has been overwhelmingly positive, with our Partner Firms reporting that addressing these concerns is deepening client relationships, improving the client experience and generating more referrals.”
Sanctuary’s selection of bQuest reflects an ongoing shift among high-net-worth clients, who increasingly expect their advisor’s role to extend beyond portfolio management. According to Forbes Insights, 95% of high-net-worth individuals explicitly state that their health is more important to them than their wealth. A separate PwC survey found that 89% of high-net-worth individuals want their wealth management advisors to provide lifestyle concierge support, which includes coordinated elder care.
For Sanctuary, longevity planning is also a multi-generational growth strategy. As trillions of dollars are expected to pass to surviving spouses and the next generation, advisors already present for a family’s hardest caregiving moments are better positioned to retain the family’s trust and that wealth once it transfers.
“Sanctuary’s Partner Firms are exactly the kind of partners we built bQuest for,” said Lauren Clough, CEO of bQuest. “They understand that the depth of the client relationship, not just the size of the portfolio, is what carries a firm forward. When advisors bring longevity planning into the conversation, they’re showing up for the moments that matter most to a family.”
bQuest’s platform is designed so advisors can offer this support without becoming aging-care experts themselves. A proprietary readiness assessment, tailored to a client’s life stage, surfaces the conversations that matter most for that individual family, while bQuest’s vetted provider network and Care Concierge team handle the specialized, hands-on work of care coordination.
“Longevity planning isn’t a niche service for a handful of elderly clients,” Walter added. “It’s relevant to nearly every family we work with, so the firms that build this into how they work with clients will be the ones that will win the massive intergenerational transfer of wealth.”
About Sanctuary Wealth
Sanctuary is a leading hybrid RIA that provides comprehensive wealth management solutions and platform partnerships to sophisticated independent wealth management firms.
Through its Partnered Independence model, Sanctuary helps advisors seeking greater freedom, flexibility, control and choice transition from large financial institutions and build enduring businesses of their own.
Sanctuary Wealth was built to serve elite wirehouse breakaway advisors. Today, Sanctuary supports a growing community of Partner Firms across a range of business models with integrated technology, marketing, operations and a robust, open-architecture platform, enabling advisors to serve clients at the highest level while building long-term enterprise value.
About bQuest
bQuest is a technology-driven aging care and longevity planning intelligence platform built exclusively for financial advisors. Designed to integrate seamlessly into advisor workflows, bQuest enables advisors to support clients and families through critical life transitions, from aging in place and caregiving, to hospice and estate matters, without sacrificing efficiency or focus. bQuest combines a curated provider network, digital access, and marketing tools to help advisors grow trust, deliver holistic service, and strengthen client loyalty across generations. Learn more at www.thebquest.com.
SOURCE bQuest
