Protecting and preserving what matters for those who matter most
We design and manage sophisticated life insurance portfolios that help give ultra–affluent families the ability to distribute their wealth and assets as they intend.
Protecting and preserving what matters for those who matter most
We design and manage sophisticated life insurance portfolios that help give ultra–affluent families the ability to distribute their wealth and assets as they intend.
Our Approach
Choosing an insurance professional to help plan for and distribute wealth is an act of trust. When clients choose us as a partner, they are entrusting us with more than their estate–they are also entrusting us with the well-being of their children and grandchildren. We are committed to earning and keeping that trust in every way possible. Learn more about our guiding principles and why we maintain a nearly 100% retention rate.
Exclusive Client Service Model
Maintaining a singular focus on ultra-affluent families and their wealth distribution needs for nearly four decades has allowed us to build a premier service model for our clients that leverages our collective experience, a proprietary client management system and one of the most comprehensive reporting models in the industry.
Our Solutions
We provide insurance planning and life insurance solutions for estate, income tax and asset preservation. Whether our clients are looking to transfer a business to their children, provide liquidity when needed or fulfill philanthropic goals, we listen to our clients’ wishes, then leverage our deep experience and knowledge to structure insurance solutions that are tailored specifically to their needs.
Exclusive Client Service Model
Maintaining a singular focus on ultra-affluent families and their wealth distribution needs for nearly four decades has allowed us to build a premier service model for our clients that leverages our collective experience, a proprietary client management system and one of the most comprehensive reporting models in the industry.
Our Solutions
We provide insurance planning and life insurance solutions for estate, income tax and asset preservation. Whether our clients are looking to transfer a business to their children, provide liquidity when needed or fulfill philanthropic goals, we listen to our clients’ wishes, then leverage our deep experience and knowledge to structure insurance solutions that are tailored specifically to their needs.
Estate Planning
Behind every plan is a common goal—to offer practical solutions to help ensure the soundest possible strategy for transferring wealth based on our client’s objectives. However, estate planning is also highly personal, and our ability to fully understand each client’s circumstances and personal wishes is one of our most valuable assets.
We utilize the tax advantages of life insurance to shelter, transfer and leverage funds from our clients’ taxable estates to create tax-free assets. As a result, we are able to provide alternatives designed to meet clients’ personal objectives, help preserve more of the estate for our clients’ families, and significantly reduce the potential tax burden.
Since 1981, we have helped safeguard and preserve the estates of more than 155 families.
Years of Excellence
Since our founding in 1981, we have been exclusively focused on providing Excellence in Service to our clients.
Families Served
We have helped protect and preserve the estates of more than 155 families.
As of May 15, 2023
Death Benefit Assets Represented
We have been entrusted to help manage an estimated $12.5B of life insurance death benefit.