High Net-Worth Individuals/Families
For many affluent families what was once routine has become increasingly complex. The flexible features of life insurance provides a powerful means to address a wide range of personal, business, and charitable situations. Our team can recommend practical and understandable solutions to bring certainty to the process.
Too often, the last time a new client had their wealth transfer and insurance plans reviewed was when they were first established. We believe in systematic reviews of our clients’ wealth transfer and estate planning goals, and offer comprehensive reviews of insurance portfolios. Through industry due diligence and annual reviews, we manage client expectations by monitoring performance against original projections, and provide recommendations to match the evolving needs of our clients.