Ideal Client Profiles

  • Affluent Family Groups
  • Highly Compensated Individuals with $500,000+ annual income
  • Individuals/family groups looking to purchase insurance to facilitate liquidity objectives
  • Family or Multi-Family Offices
  • Policy owners looking for a review of their policy/policies
    • $100K+ cash value and/or $25K+ annual premiums
  • Companies with 30+ employees
  • Owners of closely held businesses with $20M+ in revenue and/or $3M+ EBITDA
  • Looking for help with succession or exit options
  • Family-owned businesses
  • Business-owners who care about their employees and the future success of their business
  • Business-owners looking to transfer their business to children and/or key employees
  • Owners of closely held businesses with $20M+ in revenue and/or $3M+ EBITDA
  • Looking to maximize value and exit their business
  • Business-owners interested in evaluating their exit options
  • Business-owners interested in defining the fair market value of their business

Our Company

Our industry specialized professionals can help you with:

Insurance Advisory Services (IAS)

  • Ultra-Affluent Life Insurance Services
  • Private Placement Services
  • Family Office Support Services

Business Advisory Services (BAS)

  • Executive Compensation Consulting & Analysis
  • Succession and Exit Planning
  • Employee Stock Ownership Plan Advisory Services

Ask your burning questions in a confidential, unbiased forum.

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