The Family Office Professional

As a family office professional, you are well aware that death and taxes are certainties, especially for your exceptionally wealthy clients.

In many scenarios, life insurance is a significant component of the overall approach to paying for these estate taxes. The truth is the exceptionally wealthy are typically unable to purchase enough life insurance to cover all their estate tax exposure. This is where our firm can help your family office acquire and manage your client’s life insurance portfolios to get them the maximum amount of coverage and most favorable ratings available in the market.

Most family offices are well versed in helping their exceptionally wealthy clients as it pertains to investment management, estate planning coordination, gifting strategies, lifestyle management, etc. We have found the gap to be in understanding how to properly acquire large quantities of life insurance for these families.   This is where our firm can become a vital resource to your family office and the exceptionally wealthy families you serve.


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