We design, implement & manage life insurance portfolios for ultra high net worth individuals & families
We focus on your unique needs. No guessing. We check our egos at the door. Your objectives drive the creation of a plan designed to exactly meet your needs.
We represent you. We work for our clients and NOT the carriers. We are fiercely independent insurance specialists.
We specialize. Our world is large case life insurance. We bring an intense focus and experience designing and implementing $100M+ policies on a regular basis.
We compare and contrast. Implemented insurance plans undergo a rigorous process of comparison and stress testing. Different carrier products, as well as different designs, are compared and contrasted.
We collaborate & share best practices. We are part of a very experienced and accomplished network of professionals that serve the ultra high net worth community. We collaborate with attorneys, accountants, wealth managers, actuaries, bankers and insurance advisors to meet the needs of our clients.
We embrace complex and challenging projects. We are comfortable working on large and complex life insurance solutions that are designed to create estate liquidity, protect assets and support meaningful family and organizational legacies.