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Goldman Sachs Collaborates with Dynasty Financial

Dynasty Financial Partners, a leading advocate of the independent wealth management movement announced a strategic collaboration with Goldman Sachs through which Goldman Sachs Custody Solutions will become one of the preferred custodians to Dynasty’s Independent RIA Network, according to s story in MarketsMedia news. 

Key Highlights of the collaboration include:

  • Dynasty Financial Partners and Goldman Sachs Custody Solutions have developed technology that integrates with Dynasty’s Turnkey Asset Management Program (TAMP), to support a smooth and efficient experience for Dynasty RIA Network Partners.
  • The combination of Dynasty Financial Partners’ extensive RIA expertise and strong industry reputation with Goldman Sachs’ institutional-grade resources and distinguished standing, positions both parties to enhance and expand their presence within the RIA space.
  • Goldman Sachs’ asset management solutions provide significant value to the Dynasty network, enhancing the services available to our advisors and their clients.
  • Dynasty and Goldman Sachs Custody Solutions will have dedicated transitions teams collaborating to provide custody, TAMP, trading services, and billing solutions to RIAs, in an effort to deliver the highest standards of service and efficiency.
  • The broader collaboration enhances Dynasty’s asset management, investment banking, and lending services, delivering comprehensive support and greater value to our advisors.
  • Advisors and their clients highly value Goldman Sachs’ brand and its extensive HNW solutions, enhancing the appeal and trust in Dynasty’s and Goldman Sachs’ combined offerings.

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