Affluent Individuals & Families
Insurance policies designed to protect generational wealth
Innovative insurance designed for affluent individuals and families
Keep in control of the assets while deferring taxes on alternative and traditional asset classes that otherwise produce high annual taxation.
Get a quote and preliminary analysis within 3 to 5 business days.
We use an integrated approach to insurance placement and funding. Using proprietary solutions and delivering objective recommendations based on nearly five decades of experience.
Insurance planning to protect generational wealth.
We use proprietary products and analysis to give you the results you deserve.