Our menu of strategies is comprehensive, but it does not include pre-cooked solutions.
There is no magic formula that fits every problem we solve. Instead, we approach all of our cases individually and use various techniques that best serve our client’s goal. Below is a preview of some of our instruments.
Life Insurance Architecture
Insurance Policy Audit
Leveraged Life Insurance Planning
Strategic Philanthropic Planning
Qualified Asset – Tax Mitigation Planning
Income & Estate Tax Reduction Planning
We will be happy to discuss in depth any of these (or many other) techniques that may work best for your or your client’s situation.