Affluent Individuals & Families
An insurance policy designed to protect generational wealth
Innovative insurance designed for affluent individuals and families
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.
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 others don't to give you the results you deserve.