Laurion in partnership with Planning Alternatives.

When you clients need more, we provide an exclusive advantage.

Introduce an unparalleled service opportunity that distinguishes your offering and underscores your commitment to elite client support.

Before You Introduce the Service

What We Do—and How to Talk About It

This model partners your firm with Laurion, an external specialist recognized for delivering high-touch operational expertise to ultra-high-net-worth clients. Laurion is showcased as an exclusive, elite benefit available only to a select clientele—reinforcing both your firm’s prestige and their dedication to refined service.

Our comprehensive service offerings include:

  • Property & Estate Operations

  • Financial Administration

  • Luxury Asset Management

  • Travel & Logistics

  • Security & Risk

  • Special Situations

Introduction

“I’d like to introduce you to Laurion—a partner we work with exclusively to manage the operational side of complex lives. From properties and staffing to travel and security, their expertise is reserved for our most discerning clients. I believe you’d benefit from a conversation with them.”

That’s all you need to say. From there, we handle the rest.

The client’s journey begins with a no-cost, no-obligation consultation with Laurion. This introductory session is structured to showcase the distinct value of this elite service—separating it from standard offerings and positioning it as a premium benefit that complements your firm’s high-caliber reputation.

Assessment & Discovery

Clarity begins with conversation.

From the moment of introduction, Laurion engages directly with the client in a detailed discovery session where they explain the unique benefits of their model and explore the client’s specific operational challenges. This conversation not only outlines what is possible but also establishes the cadence and scope of a tailored, premium service experience.

Proposal & Onboarding

A tailored plan. A thoughtful start.

Following discovery, we prepare a detailed service proposal and onboarding plan.

  • Service recommendations aligned with the client’s daily reality

  • Timeline, workflow, and estimated costs

  • Steps to begin (site visits, household introductions, operational data intake)

The approach is measured, thorough, and calibrated to instill confidence—reflecting your firm’s high standards at every turn.

Ongoing Engagement

Quiet consistency. Visible results.

Once the engagement is underway, Laurion remains a trusted, proactive operational partner for the client. Through regular updates and consistent management, they seamlessly integrate their high-touch support with the client's daily operations, ensuring exceptional precision and discreet service at every stage.

By introducing this exclusive benefit, you offer more than just an enhancement to your service portfolio—you provide access to a distinct operational expertise that redefines excellence.

With Laurion, your most discerning clients experience refined, elite support, reinforcing your reputation as a leader in sophisticated wealth management.