Advanced Planning
Sophisticated Strategies for Complex Needs
Specialized planning for high net worth families, business owners, and professional athletes.
Trust Owned Life Insurance
Irrevocable life insurance trusts (ILITs) for estate planning
High Net Worth Planning
Advanced strategies for families with substantial assets
Athlete & NIL Insurance
Specialized coverage for professional and college athletes
Multi-Generational Wealth Transfer
Dynasty trusts and generation-skipping strategies
Important Note
These strategies involve complex considerations and should only be implemented after consultation with qualified legal, tax, and financial professionals. We work closely with your existing advisors to ensure coordinated planning.
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