Insurance coverages and tax-deferred alternative investments
Innovative insurance planning to meet your unique liquidity needs.
You are not alone. Many of our clients don’t think about the impact of taxes and other estate costs in the event of death. We protect the value of illiquid assets to allow your heirs to keep your most valuable assets in place.
We structure institutional insurance products to help you minimize the administrative costs and burdens to achieve tax deferral. You can stay in control of the assets while deferring taxes on alternative and traditional asset classes.
Properly designed insurance is appropriate to allocate some of your fixed income and/or alternative investment allocation to reduce taxes.
Get a quote and preliminary analysis within 3 to 5 business days.
We deliver innovative insurance and liquidity planning to meet your needs at each stage of your journey.
We understand the needs of entrepreneurs.
We use proprietary products and analysis others don't to give you the results you deserve.