Your Safest Referral
De-Risk Every Client Referral
That pit in your stomach after handing off a client? Gone. Give your clients faster results, better outcomes, and complete peace of mind—while protecting your reputation.
Watch: How We De-Risk Your Referrals (6 min)
Minimize liability. Protect your reputation. Peace of mind.
Why 100+ Professionals Refer to Brown Management
We make you look good by delivering exceptional results for your clients
12-18 Month Settlements
vs. 24-36 months industry average. Your clients get results in half the time.
Reduced Liability
Licensed, bonded, insured fiduciary takes on the responsibility and risk.
Grateful Clients
Exceptional service creates loyal clients who remember who referred them.
Focus on Planning, Not Administration
You drafted the estate plan. Let us execute it flawlessly while you focus on what you do best—planning for living clients.
Your Clients Get:
12-18 month settlements, monthly updates, transparent pricing, and professional execution of your estate plan
You Get:
Grateful clients, reduced malpractice risk, more time for billable planning work, and ongoing relationship with the family
We Provide:
Monthly status updates, co-branded materials, CE credit presentations, priority scheduling, and seamless coordination
Attorney Partnership Benefits
- Priority scheduling for your clients
- Co-branded engagement letters
- Quarterly partner check-ins
- Dedicated partner liaison
- CE credit presentations for your firm
- Professional liability coverage
CPA Partnership Benefits
- Tax-ready financial reports
- QuickBooks integration available
- Proactive tax planning coordination
- Direct access to our accounting team
- Ongoing client relationship maintained
- Accurate, auditable records
Easier Tax Prep, Better Client Service
Stop chasing fiduciaries for financial records. Get organized, accurate, tax-ready reports that make your job easier.
Your Clients Get:
Real-time financial reporting, tax-optimized distributions, and coordinated tax planning throughout the process
You Get:
Easier tax preparation, accurate records, grateful clients, and ongoing advisory relationship with beneficiaries
We Provide:
Monthly financial reports, tax planning coordination, QuickBooks integration, and direct access to our accounting team
Retain Assets, Gain New Clients
Don't lose assets during estate settlement. We coordinate with you to maintain investment continuity and introduce you to grateful beneficiaries.
Your Clients Get:
Investment continuity during settlement, coordinated financial planning, and smooth transition to beneficiaries
You Get:
Asset retention, beneficiary introductions, grateful heirs who become new clients, and ongoing advisory relationships
We Provide:
Coordinated investment management, beneficiary introductions, transition planning, and seamless handoff after settlement
Advisor Partnership Benefits
- Investment continuity maintained
- Coordinated financial planning
- Beneficiary introduction meetings
- Multi-generational client relationships
- Asset retention support
- Professional coordination
How Partnership Works
You Refer
Introduce your client to Brown Management when they need fiduciary services
We Assess
Free Fiduciary Risk & Complexity Assessment provides transparent pricing and timeline estimate
We Execute
TEAM + SYSTEM delivers results in 12-18 months with complete transparency
You Win
Grateful client remembers who referred them and continues working with you
What Partners Say
"I've referred 12 families to Brown Management over the past 3 years. Every single one has thanked me for the referral. The transparency and speed are unmatched."
Estate Planning Attorney
Los Angeles, CA
"Tax season used to be a nightmare with estate clients. Now I get organized reports from Brown Management that make my job 10x easier. Game changer."
CPA
San Diego, CA
De-Risk Your Referrals Through Transparent Billing
That pit in your stomach after handing off a client? Gone.
Watch: How We Protect Your Reputation Through Transparent Billing (6 min)
Complexity Score (CLS)
Objective scoring slots cases into clear fee tiers—price certainty from day one
Task Value System
Fixed prices for all standard tasks—no billing for inefficiency
Strategic Value Units (SVU)
Referral Deposit → Hourly/AUM/Statutory Billing → Documented Completion Bonus (PC §10801). Each SVU™ entry documents measurable estate benefit across five categories — the evidentiary basis for extraordinary compensation petitions and the foundation of the 9:1 value-to-fee ratio. Attorneys receive co-counsel documentation packages at case close.
RIDE Framework
Legal backbone justifying every dollar (Responsibility, Intensity, Danger, Effect)
Beyond Judicial Rebuke (BJR)
Our immutable audit trail records every decision and its rationale, creating pre-built legal armor that protects the fiduciary, the client, and most importantly—you.
Every fee is justified. Every decision is documented. Every action is defensible. Making the safest possible referral shouldn't be a roll of the dice.
Ready to Partner?
Join 100+ professionals who trust Brown Management with their clients
Or call us at 866-324-5350