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We partner selectively with advisors to structure life insurance as an alternative, non-correlated asset class to hedge liquidity, income tax, transfer tax and investment risks.

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.

Some of our capabilities include:

Life Insurance

Ultra-Affluent Insurance & Liquidity Planning

Using Life Insurance As An Alternative Non Correlated Asset Class

Life Insurance Policy Audit & Review

Private Placement Life Insurance

Insurance Dedicated Fund Implementation

Life Insurance Premium Financing

Business Planning

Key person life insurance

Buy sell life insurance

Business continuation life insurance

Pre and post liquidity event planning

Executive benefits

Estate Planning Strategies

Multi generational wealth transfer planning

Estate, tax analysis and liquidity planning

Trust owned life insurance review and optimization

Philanthropic liquidity & wealth replacement insurance

Global citizen, foreign national / offshore insurance planning

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