Our Clients


Our clients share strong familial values and prioritize their legacy. They have a high-level of integrity and desire quality long-term relationships. They have a vision of the future for both their family and business life.


Our clients tend to be affluent individuals and families, and are often business owners or high-level executives. They prioritize having a holistic business succession and estate plan in place, and value the trusted relationship with us to address their ongoing and evolving needs.


Our clients include both highly compensated individuals and affluent family groups who need life insurance to facilitate liquidity objectives. New clients often have existing life insurance policies with substantial cash values and premium amounts that require a formal insurance audit.