Network Standards for Attorneys and CPAs
Brookfield Partners admits professionals to the network based on experience, integrity, collaboration, and service. These standards protect the quality of every introduction and the experience of the clients and advisors behind it.
Trusted professionals.
Shared values.
Better outcomes.
Minimum Eligibility Requirements
Every applicant must meet all six before we review the rest of the application.
Active professional license in good standing
Minimum five years of experience in your field
Focus in estate, business, tax, or advanced planning
Professional liability and E&O coverage
Commitment to collaborating with advisors
Agreement to the Brookfield Code of Conduct
Ongoing Member Expectations
Eligibility gets you in. These are what keep you in.
- Respond to introductions within one business day
- Keep your profile and credentials accurate
- Participate in ongoing education
- Protect the referring advisor relationship
- Communicate clearly and in plain language with clients
- Comply with all legal, ethical, and privacy obligations
How We Evaluate Members
Applications are scored across five criteria, weighted as follows.
Technical expertise
Advanced planning experience
Advisor collaboration
Professional reputation
Responsiveness and client service
Annual Review and Recertification
Members are reviewed once a year to confirm continued compliance with these standards. The review covers licensing and standing, responsiveness, participation, and feedback from advisors and peers. Membership is recertified on a successful review.
Interested in Joining the Network?
We welcome experienced attorneys and CPAs who share our commitment to collaboration and client-first service.