The Brookfield Advanced Planning Network
A national community of attorneys and CPAs who work alongside Brookfield advisors on estate, business, tax, and advanced planning cases.
Built Around the Cases That Need More Than One Discipline
Sophisticated planning rarely sits with one professional. Brookfield Partners brings advisors, attorneys, and CPAs into the same room so the insurance, the legal structure, and the tax treatment are designed together rather than in sequence.
- Introductions to Brookfield advisors and their clients
- The monthly Advanced Planning Counsel Series
- Case support from our advanced markets team
- A national community of planning professionals
Two Ways to Use the Network
For Financial Advisors
When a case needs legal or tax expertise, you should not have to tell a client to go find an attorney. We help you identify professionals who understand sophisticated planning and are used to working alongside advisors.
- Vetted against our published network standards
- Introductions made through Brookfield
- Experience collaborating with financial advisors
- Advanced case design support from our team
For Attorneys and CPAs
Join a national community of attorneys and CPAs working on sophisticated client planning alongside financial advisors and the Brookfield advanced markets team.
- Advisor introductions for complex planning needs
- Monthly advanced markets education
- Case collaboration and resource sharing
- Visibility within the Brookfield network
How Membership Works
Apply
Attorneys and CPAs apply and are reviewed against the published network standards.
Admission
Candidates are scored on expertise, planning experience, collaboration, reputation, and responsiveness.
Participate
Members join the monthly education series and work with our advanced markets team on live cases.
Annual review
Membership is reviewed each year and recertified on a successful review.
Explore the Network
Apply for membership and tell us about your practice.
The eligibility requirements, member expectations, and how candidates are scored.
Sessions in the monthly Advanced Planning Counsel Series.
Bring Your Practice Into the Network
Tell us about your work and a member of our team will be in touch to discuss membership. Or call 866.639.0443 to talk it through first.