Help Your Clients Access Liquidity. Earn When They Do.
A referral partnership built for CPAs, tax attorneys, and wealth managers who serve high-net-worth clients with concentrated stock positions in Asia.
Who We Work With
Our partnership is designed for licensed financial professionals who serve high-net-worth individuals in Singapore, Japan, Korea, and broader Asia-Pacific.
Wealth Managers
Provide liquidity solutions to clients with concentrated stock positions without disrupting their long-term investment strategy.
Tax Attorneys
Help clients access cash for tax liabilities or diversification without triggering capital gains taxes through a sale.
Private Bankers
Offer an alternative to restrictive margin loans with our US-regulated, non-recourse stock-backed lending products.
Family Office Advisors
Strategic liquidity for multi-generational wealth preservation and new investment opportunities in the Asia-Pacific region.
Why Partner With Us
We provide a sophisticated platform that allows you to expand your service offering and deliver massive value to your most important clients.
Simple Referral Process
Introduce a client, we handle everything. No licensing or product knowledge required on your end. We keep you informed at every milestone.
Competitive Referral Fees
Earn a referral fee on each closed loan. We believe in long-term value and will discuss terms personally in our first conversation.
Client-Protective Structure
Non-recourse, no title transfer, US-regulated. Your reputation is protected — you're referring to an institutional-grade product with absolute integrity.
The Product in 60 Seconds
A simple, transparent process that delivers institutional-grade liquidity to your clients without the complexities of traditional banking.
Client has concentrated stock
A HNW client holds a large listed stock position. They need liquidity but don't want to sell (triggering taxes or losing upside).
We lend against the shares
Non-recourse loan secured by the shares. Client keeps their name on the share registry. No title transfer. No personal guarantee.
Client receives funds
Up to 80% of portfolio value. Funds wired in 5–10 business days after agreement execution. Interest-only structure.
A Note on Protection
Unlike margin loans, if the stock declines, the client's liability is limited to the pledged shares only. No forced liquidation of other assets. No personal recourse.
Speak With an Advisor — Right Now
Our multilingual team speaks English, Japanese, Korean, and Mandarin. Start a live voice call directly from your browser, no phone needed.
Asia Wealth Advisor
Real-time Multilingual AI
Prefer to call via phone? +1 (570) 720-6294
Register as a Referral Partner
Tell us a bit about your practice and we'll be in touch within one business day to discuss how we can work together.
Prefer direct contact?
Call Us
+1 (570) 720-6294
Email Us
support@morganfinancialgroupllc.com
Response Time
Within 1 business day
Available in English, Japanese, Korean, and Mandarin. We understand the specific nuances of Asia-Pacific markets.