Case Study: FMB Wealth Management delivers clearer estate planning and greater client value with Vanilla

FMB Wealth Management streamlines estate planning for 12 employees and $500M AUM with Vanilla

FMB Wealth Management, a wealth management firm with approximately $500M in assets under management, sought to incorporate comprehensive estate planning as a core offering for its clients. However, creating tailored, high-touch reports for every client was unsustainable with their existing resources. They turned to Vanilla's estate planning visualization solution to address this challenge.

By implementing Vanilla, FMB was able to create impressive and efficient presentations that visually brought client estate plans to life. This solution saved advisors significant time and provided clients with clear, understandable visualizations of their complex plans. The results included incredible client feedback, a strengthened value proposition that justified fees, and the transformation of estate planning into an ongoing conversation, ultimately deepening client relationships.

FMB Wealth Management