Client Advantage Program
Extending trusted advice to the people you care about
We maintain a minimum investment of $1.5 million for new client relationships. As a client, your family and close connections can work with us through the Client Advantage Program, even if they wouldn’t typically meet that minimum.
The Next Generation Program
For your adult children (age 18+)
No minimum investment
A practical starting point for building financial habits and long-term direction, with guidance that meets them where they are.
The Golden Years Program
For your parents
No minimum investment
We focus on stability, low-risk strategies, and peace of mind so your parents can feel more secure in retirement or later life.
The Inner Circle Program
For close friends or extended family
Minimum investment: $250,000
If there’s someone in your life who would benefit from the kind of support we offer, this program gives them access, even when they don’t meet our usual threshold for new clients.
Referring Someone
If someone comes to mind, we invite you to introduce us by email or let us know and we’ll follow up. We’ll handle the conversation with care and without pressure.
Anyone you refer will receive the same level of attention and guidance you’ve come to expect from SilverBirch.
If you’d like to introduce someone or discuss this further, contact SilverBirch using the secure form below.
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