#United States #Denver #Sanctuary Wealth #bQuest #Longevity Planning

Sanctuary Wealth Teams Up with bQuest to Revolutionize Elder Care and Longevity Planning

In a groundbreaking partnership announced on October 22, 2026, Sanctuary Wealth has chosen bQuest as its strategic ally in enhancing longevity planning and elder care coordination for its vast community of Partner Firms across the United States. Recognized for its innovative approach to aging care, bQuest positions itself as a pivotal tool for financial advisors aiming to guide clients through the complexities associated with aging.

This collaboration addresses the growing need for structured frameworks that assist clients and their families in grappling with the realities of aging, from increasing healthcare costs to potential familial conflicts and sudden demands for caregiving. This partnership allows Sanctuary's Partner Firms to engage in meaningful conversations during client reviews, ensuring they are better equipped when life’s challenges arise.

Robert Walter, President of Sanctuary Wealth, highlighted the significance of this partnership, stating, "We are amid a longevity revolution that fundamentally alters every aspect of the financial plans our Partner Firms create for clients. This is a pressing matter clients particularly desire to address. The enthusiasm around bQuest within our community has been compelling, as firms report improved client relationships and experiences, alongside increased referrals."

The selection of bQuest reflects a noticeable evolution in the expectations of high-net-worth clients, who are increasingly looking for their advisors to expand their roles beyond mere financial management. A recent study by Forbes Insights found that 95% of high-net-worth individuals emphasize the importance of their health over wealth, while a PwC survey revealed that nearly 89% wish their wealth management advisors would offer lifestyle concierge services that include elder care coordination.

Moreover, Sanctuary views this partnership as a strategic move designed not just for immediate gains but also for long-term growth across generations. With an impending transfer of trillions of dollars in wealth to surviving spouses and the next generations, advisors who are present during crucial caregiving moments are likely to solidify trust and retain client wealth during these transitions.

"Sanctuary's Partner Firms exemplify the ideal clientele for whom we developed bQuest," noted Lauren Clough, CEO of bQuest. “Their firm understanding that a robust client relationship transcends portfolio size is critical to success. By integrating longevity planning into their client discussions, advisors can support families in the most meaningful ways during pivotal moments."

bQuest’s platform is meticulously crafted to allow advisors to facilitate these essential conversations without necessitating deep expertise in aging care management. Its unique readiness assessment, tailored to individual life stages, helps to bring forth discussions that matter most to each family. Additionally, bQuest's extensive network of vetted providers and its specialized Care Concierge team handle the intricate aspects of care coordination, allowing advisors to maintain focus on their core functions.

Walter further emphasized that longevity planning is not a service exclusively for elderly clients but rather a pertinent aspect for nearly every family advisor may encounter. Firms that successfully integrate these discussions into their standard client interactions are poised to benefit substantially from the significant generational wealth transfer.

About Sanctuary Wealth

Sanctuary Wealth stands at the forefront of independent wealth management, seamlessly blending comprehensive solutions for wealth management with innovative platform partnerships for sophisticated financial advisors. Focused on empowering advisors seeking independence from traditional institutions, Sanctuary aids them in navigating transitions and forming sustainable businesses tailored to their clients’ needs.

About bQuest

bQuest is an innovative, technology-driven platform dedicated to addressing the complexities of aging care and longevity planning for financial advisors. Designed for smooth integration into advisor workflows, bQuest empowers advisors to assist clients during significant life transitions—ranging from aging in place to hospice planning—without sacrificing operational efficiency. With a curated provider network and comprehensive support tools, bQuest equips financial advisors to enhance trust and client loyalty across generations. For further details, visit www.thebquest.com.