With decades of experience
in lending in the wealth management industry

Liability Management & Credit Advisory


Our mission is clear: to empower Registered Investor Advisors (RIAs) and Multi-Family Offices (MFOs) to capture each client’s full wallet share.



In today’s ever-evolving financial landscape, clients of RIAs and MFOs require services that go beyond traditional asset management. The need for customized liability management and credit advisory has become paramount as clients’ balance sheets become more complex as they seek to optimize their capital structures whilst achieving their investment objectives efficiently.

We have a dedicated Liability Management & Credit Advisory Group, uniquely positioned to help RIAs and MFOs provide these services to their clients. With decades of experience in lending in the wealth management industry, combined with an extensive network of private banks, regional banks and private credit funds, we are the ideal partner to RIAs and MFOs that are looking to provide holistic services across the entire balance sheet. By partnering with WBC, an RIA or an MFO can increase their Liabilities Under Management (LUMs).

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