SARASOTA, Florida — May 26, 2026
Executive Summary
Strad has announced a strategic partnership with FIG to help independent financial advisors deliver a modern Virtual Family & Business Office experience for client households. Through the partnership, FIG advisors will gain access to Strad’s platform to improve client coordination, strengthen long-term relationships, organize multi-generational financial information, and support practice growth initiatives. The companies stated that the collaboration is designed to help advisors deliver broader Family Office-style capabilities beyond traditional wealth management services while improving operational efficiency and long-term practice value.
Announcement Overview
Through the new partnership, FIG advisors will gain access to Strad’s Virtual Family & Business Office platform, enabling advisors to centralize assets, documents, insurance policies, business interests, family structures, and professional relationships within one secure environment. The companies stated that the partnership supports advisors seeking to differentiate their practices as investment management becomes increasingly commoditized. According to the announcement, the platform helps advisors improve collaboration with tax professionals, trust and estate attorneys, insurance specialists, and lending professionals while delivering more proactive client guidance. The partnership also reflects a shared focus on making Family Office-style coordination and planning capabilities accessible to more families beyond traditionally ultra-high-net-worth households.
Key Announcement Details
- Announcement Type: Strategic Partnership
- Partnership Companies: Strad and FIG
- Industry Focus: Financial advisory technology and Virtual Family Office services
- Platform Access: FIG advisors will gain access to Strad’s Virtual Family & Business Office platform
- Primary Objective: Help advisors deepen client relationships and increase practice value
- Core Capabilities: Household organization, financial coordination, professional collaboration, and proactive planning support
- Target Audience: Independent financial advisors across the United States
- Platform Features: Centralized management of assets, documents, insurance policies, business interests, and family structures
- Advisor Benefits: Practice differentiation, client engagement enhancement, and succession-ready growth support
- Technology Infrastructure: SOC 2 Type 2 compliant platform with integration support for existing advisor technology stacks
- Professional Coordination Support: Collaboration with tax advisors, trust and estate attorneys, insurance specialists, and lending professionals
- Strategic Focus: Expanding Family Office-style capabilities beyond ultra-high-net-worth households
- Operational Model: Virtual Family & Business Office experience
- Announcement Date: May 26, 2026
- Headquarters Mentioned: Sarasota, Florida
The Strad + FIG Partnership
Strad announced a strategic partnership with FIG, a financial services organization supporting growth-focused independent advisors across the United States.
According to the announcement, the partnership enables FIG advisors to deliver a Virtual Family Office experience designed to:
- Deepen client relationships
- Increase practice value
- Expand advisor service capabilities
- Improve coordination across client financial structures
- Support long-term firm growth
- Deliver Family Office benefits to more households
The companies stated that the partnership is focused on helping advisors operate beyond traditional investment management models by introducing broader coordination and planning capabilities within a centralized digital environment.
FIG Advisors Gain Access to Strad’s Platform
Through the partnership, advisors affiliated with FIG will gain access to Strad’s Virtual Family & Business Office platform.
According to the companies, the platform enables advisors to organize and manage a client’s broader financial life through one centralized system, including:
- Assets
- Financial documents
- Professional relationships
- Business interests
- Insurance policies
- Multi-generational family structures
The companies stated that the platform is designed to help advisors create a more organized and coordinated client experience while improving visibility across a household’s financial landscape.
Strad noted that the platform enables advisors to deliver Family Office-style coordination without requiring the infrastructure or scale traditionally associated with conventional Family Office operations.
Virtual Family Office Model Expands Beyond Ultra-Wealthy Households
According to the announcement, traditional Family Offices have historically been limited to ultra-wealthy households with highly complex financial structures.
Strad stated that its platform was developed to extend the structure, coordination, and operational benefits associated with Family & Business Offices to families across a broader range of wealth levels.
The company stated that the Virtual Family Office model enables advisors to provide:
- More proactive financial coordination
- Broader planning visibility
- Centralized household organization
- Improved communication workflows
- Enhanced relationship management
- Long-term planning support
According to Strad, the platform allows advisors to operate within a more comprehensive advisory framework while maintaining existing operational workflows.
Advisors Seek Differentiation as Investment Management Becomes Increasingly Commoditized
The companies stated that advisors are increasingly seeking ways to differentiate their firms as investment management services become more commoditized across the financial services industry.
According to the announcement, Strad addresses this challenge by enabling advisors to function as a Virtual Family & Business Office rather than operating solely within traditional portfolio management models.
The platform enables advisors to centralize client-related financial information while improving organization and long-term planning coordination.
Key operational capabilities highlighted in the announcement include:
- Centralized financial organization
- Cross-professional collaboration
- Improved client engagement
- Long-term relationship development
- Enhanced planning coordination
- More proactive advisory support
The companies stated that the model is intended to help advisors strengthen client retention while building more valuable and succession-ready firms.
Platform Supports Collaboration Across Professional Relationships
According to the announcement, Strad’s platform enables advisors to coordinate more effectively with a client’s broader network of professional advisors and specialists.
The companies stated that this includes collaboration with:
- Tax advisors
- Trust and estate attorneys
- Insurance specialists
- Lending professionals
By improving visibility and coordination across these relationships, the platform is designed to help advisors support more informed decision-making and long-term planning outcomes for client families.
The companies noted that broader coordination across professional relationships can also help advisors improve continuity and organization across multiple planning areas within a household’s financial structure.
Strad Focuses on Proactive Advisory Engagement
According to the announcement, the platform is designed to help advisors move beyond reactive service models by improving visibility into client needs, planning developments, and evolving household circumstances.
The companies stated that the platform helps advisors anticipate:
- Life events
- Planning opportunities
- Changing financial priorities
- Evolving family needs
- Business ownership considerations
- Long-term wealth coordination requirements
Strad stated that this operational structure allows advisors to deliver more proactive and strategic guidance while improving the overall client experience.
Leadership Commentary
Russell Dow, Founder and Chief Executive Officer of Strad, said the partnership is focused on helping advisors strengthen growth strategies and client engagement capabilities.
“Advisors today need growth strategies, not just more technology,”
said Russell Dow, Founder and CEO of Strad.
“By partnering with FIG, we are giving advisors the ability to deliver a true Family & Business Office experience for the households they serve. This deeper level of engagement strengthens client relationships, improves coordination with a client’s other professionals, and helps advisors build more valuable, succession-ready practices.”
The company stated that the partnership aligns with Strad’s broader objective of helping advisors expand beyond conventional advisory workflows through more comprehensive financial coordination capabilities.
Strad Platform Integrates With Existing Advisor Technology Stacks
According to the announcement, Strad’s platform is SOC 2 Type 2 compliant and integrates with existing advisor technology systems.
The company stated that advisors can implement the Virtual Family Office model without disrupting current workflows or operational technology environments.
Operational advantages highlighted in the announcement include:
- Workflow continuity
- Technology integration
- Secure infrastructure
- Centralized household management
- Scalable implementation capabilities
- Operational flexibility for advisors
The companies stated that the platform is designed to support advisors seeking scalable growth solutions while maintaining operational consistency across their practices.
FIG Highlights Advisor Growth and Long-Term Firm Positioning
Nicholas Ross, Chief Strategy Officer at FIG, said the partnership supports advisors seeking growth-oriented solutions and broader client engagement capabilities.
“Advisors are looking for solutions that help them grow while delivering greater value to clients,”
said Nicholas Ross, FIG’s Chief Strategy Officer.
“Our partnership with Strad gives FIG advisors access to a powerful platform that helps them differentiate their practices, deepen relationships with clients, and position their firms for long-term success.”
According to FIG, the partnership is intended to support independent advisors seeking long-term practice development opportunities while enhancing client-facing service capabilities.
Partnership Reflects Shared Family Office Accessibility Strategy
The companies stated that the partnership reflects a shared belief that the structure and coordination traditionally associated with Family Offices should become accessible to a broader range of families.
According to the announcement, the partnership is designed to help advisors deliver Family Office-style operational benefits without requiring the scale traditionally associated with ultra-high-net-worth advisory structures.
The companies stated that the collaboration supports broader accessibility to:
- Coordinated planning
- Centralized financial organization
- Multi-generational visibility
- Professional collaboration
- Long-term financial management support
About Strad
Strad is a Virtual Family & Business Office platform designed to help financial advisors grow their practices through more coordinated and comprehensive client experiences.
The platform centralizes:
- Assets
- Documents
- Professional relationships
- Business interests
- Insurance policies
- Family structures
According to the company, Strad enables advisors to operate as a Virtual Family Office through one secure environment supporting organization, coordination, and long-term client engagement.
Media Contact
For additional information, visit strad.com.
Source Attribution
Source: Company announcement
