We have established strategic industry alliances with several firms to better serve our client’s needs in several other important complimentary planning areas;

● As a Member of PH Robb Legacy Alliance, we are able to address the sophisticated, complex estate planning and business succession needs of the ultra- high net worth client.

● As a partner with Private Life Solutions, we are able to provide Private Placement Life Insurance (PPLI) strategies that are customized for every client. Private Placement is in itself a creative practice. It requires finesse, strategic structuring and in many ways empathy all which Private Life Solutions provides.

● As a partner with Business Group Resources, we are able to help businesses claim current and past incentives and tax credits to help them save tens of thousands of dollars. We recommend that a portion of these savings be allocated to a specialized discriminatory retirement plan for the business owner and any other key management.

● Working with Carlson & Carlson, we are able to help our clients acquire the best Property & Casualty coverages and comprehensive reviews of their existing policies.

● Partnering with Fortis Lux and their team, we are able to provide highly customized investment portfolios for the discerning client, as well as, state of the art Financial Plans .

● Working with Dunhill Marketing & Insurance Services, a premier marketing and brokerage agency, we are able to provide our clients with highly rated, state of the art products and concierge type underwriting for our clients benefit.