Our elite national network serves the sophisticated planning needs of:
We serve these clients through our independent firms, partnerships with trusted advisor/professionals, and our working relationships with the professionals at institutions and RIAs through Private Client Group.
Our independent firms… (TBD)
Trusted Advisor/Professionals (CPAs, Estate Planning Attorneys): …
Elite — Our network is comprised of some of the best minds in the industry, providing sophisticated solutions in coordination with other trusted advisors and professionals to the clients we serve.
Open Architecture — We have built an open platform with no proprietary products and technology that enables our network to efficiently deliver objective advice to help ensure clients best interests and suitability.
Collaborative — We take a personalized and collaborative approach and back it with expertise, experience, industry-leading technology and operational resources to efficiently create custom solutions designed to meet clients’ specific needs.
Click here to work with our elite team
Our network provides financial planning solutions, life insurance strategies, expertise and guidance to help clients succeed.
Our Core Disciplines
Life Insurance Strategies/Analysis –with specialty expertise in Private Placements, Insurance for Foreign Nationals, and Premium Finance; Charitable Giving; Wealth Transfer and Estate Planning MORE