Relationships

We customize solutions with the best partners and strategic alliances the market has to offer.

NETWORK

Our extensive network includes relationships with:

  • the most experienced and highest-rated insurance carriers in the business
  • the leading administration companies in the corporate market for benefit and product administration
  • investment managers, hedge providers, and investment banks pertinent to these programs
  • professional associations;

ALLIANCES

Beyond our own specialized services, we have strategic alliances with other professionals around the country who meet our standards of excellence. They help provide high level expertise in the following areas:

  • High-net-worth wealth transfer planning
  • Custom large-scale group insurance programs, both domestic and global
  • Executive-level disability income replacement
  • International and offshore high-net-worth products

We view these partnerships as a meaningful way to add value to our client relationships beyond our core service offerings.