Who We Serve
The architecture of legacy is a collaborative design.
We work with high and ultra-high net worth families to understand their wealth and succession goals. We design and execute customized life insurance solutions that create liquidity while protecting the legacy of the families we serve.
with Global Presence
We have expertise in sophisticated insurance planning for families from around the world, meeting the needs of our clients wherever they call home. We work diligently and competently to help Global Citizens enjoy tax-favored wealth protection solutions.
Our proven track record of meticulous and creative wealth protection solutions along with tenacious oversight and continuous management is the result of successful collaboration with affluent families and their team of trusted advisors.
We are a strategic extension of the Family Office, Estate and Tax Attorneys, Wealth Advisors, and Private Bankers.
With the shared goal of helping clients live a full, financially vibrant life while optimizing their legacy to their families, we work in concert with their trusted advisors. We understand and honor the tireless work invested in building a trusting relationship with a client. As part of an integrated team with the client’s Trusted Advisors, we aim to:
- Provide prescient consultation and education
- Seamlessly walk clients through our process from discovery to implementation and continuous reviews
- Provide clients with leading-edge strategies and efficient solutions
- Maintain client privacy and data security