Speaking Engagements

As a thought leader in the advanced life insurance and multi-generational planning space, Chad Reyes, President and CEO of Wealth and Legacy Group has spoken to CPA Firms, Law Firms, Wealth Management Teams and Family Offices on insurance based strategies which allow UHNW Families to tax efficiently create, protect and transfer their personal and corporate wealth across generations with an emphasis on increasing family harmony.


Below Are a List of Available Speaking Engagement Topics:

(1) L.O.V.E. Based Multi-Generational Planning™

(2) Intergenerational Split-Dollar: The Morrissette Case – A Taxpayer Victory

(3) The Changing Landscape of the Advanced Life Insurance Industry – Technical + Purposeful

(4) Practical Utilization for Advanced Life Insurance Strategies

(5) The CPAs Growing Role in Trust Owned Life Insurance


For more information on inviting Chad Reyes to your next event, including availability, additional topics, etc. please contact Danielle Reyes at Danielle@WLGPrivateClient.com or by phone at 646.402.6300 Ext.302.