Our Approach

• We work with affluent families with portfolios of at least $25 million to over $1 billion in assets, for which our expertise, experience and industry connections are ideally suited.

• We focus on life insurance while others concentrate on securities, annuities, and the like.

• We take an objective look at your situation and objectives, then identify and employ the ideal products and plan design to achieve maximum performance.

• We actively manage your plan, routinely reviewing the policies and products in place for possible performance improvement options.

• We employ creative methods for developing and improving plan designs, always searching for new and innovative ways to maximize results.

• Privacy and confidentiality are at the very top of our priority list and we carefully safeguard our clients’ financial and health information.