You have spent years building a practice and a book of clients who trust you. The ceiling you are feeling is not a reflection of your ability. It is a structural limitation of where you are.
Parcion Private Wealth is the only family office purpose-built for business owners and entrepreneurs. We built the platform, the niche, and the infrastructure. We are looking for the advisors to grow with it.
Founded
2019
Bellevue, Washington
Assets Under Management
$3B
and growing
Families Served
150
Select, high-net-worth families
Avg. Client Net Worth
$80M
Business owners, entrepreneurs
Recognized by
Partnering with Parcion means joining an established organization with dedicated teams already built, resourced, and integrated across advisory, investments, client service, operations, technology, and marketing.
These teams are already in place. Advisors who join Parcion step into a platform, not a project, allowing them to focus entirely on client relationships rather than building and maintaining infrastructure.
Joining an Established Team
Six dedicated teams, already built and integrated, covering every function an advisor needs to serve clients at the highest level.
01
Advisory
Advisory sits at the center of Parcion's business. An integrated in-house team ensures advisors can bring the right expertise to the table at the right time.
02
Investments
A dedicated in-house investment team handles research, portfolio construction, manager oversight, and ongoing monitoring across public and private markets.
03
Client Service
Dedicated professionals manage day-to-day administration and execution, allowing advisors to focus on relationships and planning rather than operational tasks.
04
Operations
Compliance, reporting, workflows, and regulatory requirements are managed centrally, reducing risk and removing operational burden from advisory teams.
05
Technology
Proven, secure platforms selected and maintained centrally, so advisors benefit from innovation without managing complexity themselves.
06
Marketing and Events
Centralized strategy, creative support, and coordination across digital content, events, and communications, without turning advisors into marketers.
Meet the Team
Hear directly from Parcion's leadership on what it means to build a firm around advisors, how the partnership model works in practice, and what the transition experience looks like.
Get in Touch
If you are thinking about what comes next for your practice, we would like to hear about it.