As your client’s most trusted professional, you play a vital role in protecting and preserving their wealth from generation to generation. To this point, you hold a great responsibility in providing them with timely and accurate solutions.

At Wealth and Legacy Group, we believe in win/win relationships.  Whether that means a brainstorming conversation on the phone, a strategy meeting via webinar or at your office (with or without your client), WLG providing an article to help educate your client or anywhere in between, our sole intention is to provide value to you to enhance the value you provide to your clients.

With over a decade of experience, we are well versed in collaborating with boutique, mid-size and large accounting firms who serve HNW and UHNW clientele.  Some of the most prominent accounting firms in the nation utilize our firm as a “think tank” when it pertains to the utilization of advanced insurance solutions, especially in connection with their client’s estate and business succession planning needs.

Below is an overview of how we can provide value to you and the client’s you serve:

  • Policy Checkup™ and Acquisition – Learn More
  • Advanced Pension Plan Design utilizing Permanent Life Insurance – Learn More
  • Captive Insurance Companies – Learn More
  • Premium Financed Life Insurance – Learn More
  • Split Dollar Arrangements – Learn More
  • Non-Qualified Deferred Compensation – Learn More
  • Estate and Business Succession Planning Document Review*

*WLG does not provide tax, legal, investment or property and casualty advice


Relevant Articles

  • A Tax Efficient Wealth Transfer – Life Insurance Using Pretax Funds – Click Here
  • Tax Stringer Article – What CPAs Need to Know About Captive Insurance Companies – Click Here
  • Life Insurance – Illustrated Promises and Unmet Expectations – Click Here


To explore the mutual benefits of a strategic partnership with our firm, please contact Danielle Reyes, Partner and Chief Relationship Officer at 646.402.6300 Ext. 302 or email