Advisors serving ultra-affluent U.S., global and foreign citizens rely on us to design, evaluate and implement advanced insurance solutions in large case and jumbo markets, multi-generational wealth transfer and estate legacy planning, philanthropic legacy planning, family business and corporate continuation planning.

We help our clients optimize funding strategies including cash flow analysis, asset repositioning, asset diversification, gifting strategies, trust-owned insurance and commercial premium financing. Our clients can also benefit from a broad portfolio of retail and private placement life insurance and insurance-dedicated funds.