Boulevard Insurance Strategies

www.boulevardis.com

Founded by the senior partners of Boulevard Family Wealth, Boulevard Insurance Strategies is distinguished by the depth of our advanced markets knowledge, experience serving the ultra-affluent, and the collaborative relationships we build with our clients. Boulevard Insurance Strategies is a boutique life insurance and estate planning strategic partner to advisors who serve ultra-affluent individuals and families, including c-suite executives, venture capitalists, private equity firms, entrepreneurs, business owners, entertainers, athletes & philanthropists. Our team is sought after by the nation’s leading law firms, accounting firms, family offices, business management firms, independent financial advisory firms and independent agent and brokers to ensure their clients receive the best guidance relating to their liquidity and insurance planning and implementation.

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Founded by the senior partners of Boulevard Family Wealth, Boulevard Insurance Strategies is distinguished by the depth of our advanced markets knowledge, experience serving the ultra-affluent, and the collaborative relationships we build with our clients. Boulevard Insurance Strategies is a boutique life insurance and estate planning strategic partner to advisors who serve ultra-affluent individuals and families, including c-suite executives, venture capitalists, private equity firms, entrepreneurs, business owners, entertainers, athletes & philanthropists. Our team is sought after by the nation’s leading law firms, accounting firms, family offices, business management firms, independent financial advisory firms and independent agent and brokers to ensure their clients receive the best guidance relating to their liquidity and insurance planning and implementation.

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Country

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State

California

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City (Headquarters)

Beverly Hills

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Industry

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Employees

1-10

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Founded

2017

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Social

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Potential Decision Makers

  • Co - Founder and Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Wealth Management Insurance Consulltant

    Email ****** @****.com
    Phone (***) ****-****
  • Partner at Boulevard Family Wealth and Boulevard Insurance Strategies

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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