Financial / Tax / Wealth Transfer Planning for Ultra High Net Worth Families We partner with advisors to structure and manage large life insurance portfolios (between $10M and $250M) for UHNW clients. Our Mission Statement We believe that collaboration, transparency, and expertise are the cornerstones of successful planning. Our vision is to create a network of the country’s top advisors who all share these guiding principles to deliver best class service. What We Do for Clients • Minimize estate taxes • Create liquidity to pay estate taxes • Acquire tax-free assets and income • Plan for large unrealized gains • Structure tax-efficient succession plans for businesses What We Do for Advisors • Collaborate to accomplish planning for clients • Educate about life insurance and tax planning • Provide insurance case designs and presentations • Underwrite and negotiate offers from insurance companies • Structure premium financing arrangements • Conduct annual policy review and management Real Life Example #1 An advisor had a client who had built a successful company and who was worth over $50M. The client wanted to minimize the estate taxes that would be due at their death. The advisor worked with our company to structure a portfolio of life insurance that saved the client over $10M in taxes.