Select your practice model to see how IronClad Family can help you
Deepen Client Relationships Through Holistic Family Protection
Give your clients a comprehensive digital vault at no cost to them. Protect their entire family, strengthen your relationship, and differentiate your practice, without ever compromising your fee-only commitment.
Unlock New Revenue Streams Through Holistic Asset Protection
Capture multiple revenue opportunities beyond AUM, discover $127K–$850K in planning gaps per client while providing comprehensive family protection they cannot get anywhere else.
See How Fee-Only Advisors Use IronClad Family
Protect clients without compromising your values
See How Advisors Are Generating New Revenue
Discover hidden opportunities across your entire book
Why Fee-Only Advisors Choose IronClad Family
Enhance your fiduciary service without compromising your values. Give clients protection they cannot get anywhere else.
Comprehensive Family Protection
Give your clients a secure digital vault for all their important assets, financial accounts, documents, crypto, and family instructions. A genuine benefit, not a product.
Free value-add for your clientsSurface Planning Gaps
Our structured process reveals life insurance gaps, outdated estate documents, and beneficiary misalignments, so you can serve your clients better and deepen the relationship.
Better advice, stronger relationshipsProtect the Whole Family
When you protect entire families, not just portfolios, clients stay longer and refer more. Family members see your comprehensive approach and want the same protection.
85% retention, 40% more referralsZero Compliance Concerns
No referral fees means nothing to disclose. Zero-knowledge encryption means reduced liability. RUFADAA compliant. Your fee-only commitment stays intact.
100% aligned with your valuesTrue Differentiation
In a crowded fee-only market, this is how you stand out. Offer comprehensive family protection that no other advisor in your market provides.
Own the holistic advisor categoryMilitary-Grade Security
Zero-knowledge encryption means even we cannot see stored information. Individual encryption prevents mass breaches. Bank-level security your clients can trust.
Privacy-first architectureWhy Fee-Based Advisors Choose IronClad Family
Unlock new revenue streams while providing comprehensive protection your clients cannot get anywhere else.
Systematic Revenue Discovery
Our structured process identifies specific opportunities: Life Insurance Gap Analysis ($6,500 avg), Estate Planning Updates ($8,500 avg), Digital Asset Planning ($4,200 avg), and more.
$127K+ avg. pipeline per clientNew Recurring Revenue
Charge $200/month for comprehensive protection as a new fee line item. Plus earn referral revenue on insurance, estate planning, and other partner services.
$50K–$150K annual opportunity40% More Referrals
When you protect entire families, clients naturally refer more. Family members see your comprehensive approach and want the same protection.
Compounding growth engineComplete Asset Protection
Protect all client assets: bank accounts, investments, crypto, documents, and family instructions. A premium service clients cannot get anywhere else.
High-value differentiationRevenue Pipeline Dashboard
Track opportunities across all clients in one place. See which planning gaps exist, prioritize by value, and never miss a revenue opportunity again.
Built-in opportunity trackingRUFADAA Compliant & Secure
Zero-knowledge encryption means even we cannot see stored information. Individual encryption prevents mass breaches. Reduces your liability while protecting clients.
Built-in legal complianceSurface Planning Gaps to Serve Clients Better
Our structured process reveals opportunities to strengthen your client relationships. See what is missing in their financial picture so you can provide better guidance.
- Identify life insurance gaps and coverage needs
- Spot outdated estate documents and beneficiary issues
- Uncover unprotected digital assets and crypto
- Track client progress through 12-week onboarding
Your Revenue Pipeline at a Glance
Track every opportunity across all clients. Our dashboard automatically surfaces planning gaps so you never miss a revenue opportunity while protecting your clients.
- Life Insurance Gap Analysis, $6,500 avg. value
- Estate Planning Updates, $8,500 avg. value
- Digital Asset Planning, $4,200 avg. value
- Business Succession, $15,000 avg. value
As a fee-only advisor, I was skeptical at first. But IronClad Family lets me give my clients genuine value without selling them anything. It strengthened my relationships and my retention is now at 89%. My clients love that I am protecting their whole family, not just their portfolio.
Mikkel Thorup
Financial Advisor | Expat Money
IronClad Family completely changed our business model. We went from competing on fees to owning the holistic asset protection category. We are charging $200/month per client for comprehensive protection, plus we are identifying $12,000–18,000 in additional opportunities per client. Our retention is now 87% and referrals increased by 38%.
Sarah Chen, CFP
Horizon Wealth Management, added $127K in 8 months
Become the Advisor Who Protects the Whole Family
Join 800+ advisors who differentiate their practice with comprehensive family protection.
Claim the Holistic Asset Protection Category in Your Market
Join 800+ advisors generating new revenue while providing premium protection.
Complete Financial Organization
All bank accounts, investment accounts, credit cards, and login information organized in one secure location. Special instructions and account details protected for family access during emergencies.
Digital Asset Protection
Secure crypto wallet URLs, access information, recovery keys, private keys, NFTs, and custodian details. Prevents the $450 billion in lost crypto assets that families can't access.
Estate Planning Tools
Built-in codicil wizard for digital assets, online will creation tools, and secure upload for existing wills, trusts, and power of attorney documents.
Generational Asset Transfer
Vaults automatically deliver to designated recipients with personalized messages. Choose delivery by date, manually, or emergency triggers. You remain the main contact for vital information.
End of Life Planning
Step-by-step guide for recording final wishes including funeral preferences, memorial instructions, and personal messages. Ensures important details are organized and accessible.
Military-Grade Security
Zero-knowledge encryption means even IronClad Family can't see stored information. Each client has individual encryption preventing mass breaches. RUFADAA compliant for legal access.
As a trusted advisor, I offer the IronClad Family service to my clients to protect their investments and build a relationship between myself and their family."
Mikkel Thorup
Financial Advisor | Expat Money