Join the Brookfield Advanced Planning Network
We partner with experienced attorneys and CPAs who share our commitment to sophisticated planning. Members gain advanced markets education, case support, and a national community of trusted advisors.
- Introductions to Brookfield advisors and their clients
- Monthly advanced markets education
- Case support from our advanced markets team
Introductions are made at the discretion of Brookfield advisors, based on client needs.
Apply to Join Our Professional Network
Complete the form below and our team will be in touch to discuss membership.
Your information is secure and will never be shared.
Benefits of Network Membership
Membership is built around the cases that need more than a standard answer.
Qualified Introductions
Introductions to financial advisors and their clients who need sophisticated planning expertise.
Advanced Education
Monthly advanced markets sessions, case studies, and expert presentations.
Case Support
Work directly with the Brookfield advanced markets team on complex cases and planning strategies.
Professional Community
A national community of attorneys and CPAs focused on advanced planning.
Trusted Partnership
A partner that understands where law, tax, and insurance meet.
Our Membership Standards
We are selective about membership so that every Network Professional meets the same standard of expertise, integrity, and client service.
- Active license in good standing
- Minimum five years of experience in your field
- Focus on estate, business, tax, or advanced planning
- Commitment to working collaboratively with advisors
- Current professional liability insurance
- Agreement to our Network Standards and Code of Conduct
- Willingness to participate in ongoing education
Monthly Advanced Planning Counsel Series
Network members are invited to our monthly education series featuring leading advanced markets attorneys, CPAs, and industry experts.
We’d Love to Connect
Complete the application above and a member of our team will be in touch to learn more about your practice and how we can work together.
Brookfield Partners is an insurance brokerage firm. Membership in the Brookfield Advanced Planning Network does not constitute an endorsement or guarantee of services.