We are one of the most expert and well respected wealth transfer advisory firms for ultra high net worth families. Since our inception we have had a commitment to a close and trusting relationship with each of our clients. This combination of excellence, dedication and loyalty is the foundation on which our firm was built.
We take pride in getting to truly know a family. We listen, we spend time, we ask questions, we analyze and we listen some more. Then we create a thoughtful, customized solution that expertly preserves a family's wealth and legacy.
We believe that life insurance is an important component of a family's portfolio because:
- Unlike all other assets, life insurance death benefit is predictable, non-correlated and free of income tax. If structured correctly, it is also free of estate tax
- Life insurance provides liquidity at the time when it is needed most
- Life insurance can fund promises, desires and important needs
- Life insurance can make up for just about any other bad investment
- Life insurance has a stabilizing effect on ones total investment portfolio