The Partnership Model
We operate as a specialized extension of your advisory team. We partner with estate planning attorneys, CPAs and RIAs to design insurance structures that accomplish client objectives as efficiently as possible. RIAs and wealth managers' expertise is investment management; ours is risk mitigation. We respect the client relationship you have built and engage strictly as subject matter experts to execute liquidity solutions.
Core Capabilities
Estate Planning
Solving large-scale estate tax liabilities without eroding the balance sheet. Typical structures include:
Premium Financing
Intergenerational Split-Dollar
Trust Owned Life Insurance
Business Risk & Executive Retention
Executive Benefits
Succession Funding
Key Person Planning
Who We Serve
Wealth Managers
Implementation partners for complex risk cases
Successful Businesses
Equity protection and executive retention
Family Offices
Intergenerational wealth transfer
Private Clients
Efficient estate planning solutions