You need customized programs and proactive support to reach your personal and family financial goals. We’ll work with you to discover the best way to address your needs.
It’s our goal to identify and understand your financial exposures and objectives and to collaborate with your advisors or family office to create a personalized portfolio to meet your goals.
private and executive solutions
- Identification and Analysis of Insurance Needs and Opportunities
- Trustee and Family Office Insurance Advice
- Individual, Trust and Family Financial Security
- Design and Funding Estate, Wealth Transfer and Succession Plans
- Placement and Servicing of Key-Person Coverage
- Design and Funding of Buy-Sell Arrangements
- Confidential Medical and Financial Underwriting
- Placement, Management, and Review of Policies
- Disability Income Replacement Insurance
- Long Term Care Insurance
- Immediate and Deferred Fixed Annuities
- Structured Settlement and other Customized Fixed Annuities
- Supplemental, Carve-Out and Voluntary Executive Plans
- Long Term Care
- Design and Funding of Deferred Compensation Plans
- Specialized Income Protection Plans
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