Who We Serve


We Serve the Following Clientele:
  • Matriarchs and Patriarchs of Highly Successful Family Businesses
  • 2nd or 3rd Generation Leaders of Highly Successful Family Businesses
  • Serial Entrepreneurs of Highly Successful Enterprises
  • Influential Industry Leaders (C-Suite Executives, Senior Executives, Athletes, Entertainers, Hedge Fund General Partners, TV/Radio Personalities, Etc.)

 

Many of WLG’s Clientele Utilize Life Insurance to Achieve the Following Objectives:
  • Provide Liquidity to Fund Estate Tax Liabilities
  • Accumulate assets via a Tax Efficient Time-Tested Asset Class
  • Magnify Philanthropic Donations
  • Estate Equalization Purposes