High Net Worth Insurance and Risk Management

Our insurance specialists will identify areas that could negatively impact your short and long term financial goals. Insurance can be a cost effective tool to cover risk if an unanticipated event would occur affecting your assets or income. Some common areas we focus on in your plan include risks associated with:

  • Long Term Care
  • Disability
  • Life Protection
  • Buy-Sell and Business Succession Plans

 

SPECIALIZED TOOLS FOR THE CLOSELY HELD BUSINESS OWNER

We have experience with many strategies beyond the basics. One powerful strategy is establishing a private insurance company for your closely held business interests. We have identified qualified, experienced Third Party Administrators who can properly assess your business for the appropriateness of this solution. For the right situation this strategy can potentially offer significant premium and tax savings on your overall cost of insuring your business risks compared to what you are already paying for insurance.