Planning Services
Life Protection · Asset Protection · Business Planning · Wealth Legacy — one coordinated structure for your family and business.
One advisor coordinating your entire plan
Each service can stand on its own, but they work best when they are drawn on the same blueprint.
Estate & Trust Planning
Wills vs. trusts, avoiding probate, living trusts, tax-efficient transfer and charitable giving.
Learn more
Asset Protection & Risk Isolation
Asset type, ownership and risk shifting — plan ahead to reduce exposure to lawsuits and the unexpected.
Learn moreBusiness Owner Risk & Succession
Key person insurance, buy-sell funding, succession and executive benefit plans.
Learn more
Retirement & Long-Term Care
Sustainable retirement income, long-term care funding and flexible assets (Asset Flex).
Learn more
Physician Family Solutions
Income protection, practice succession, wealth planning for women physicians and common mistakes.
Learn more
International Large-Case Life Insurance
Cross-border family planning and large-case life insurance for families who live across borders.
Learn more
Family Office Services
Immigration planning, real estate investment, tax planning and CPA services, education planning, wealth management, insurance, trust and estate planning, and customized financial solutions — America's experts working together, coordinated by us.
Learn moreFlagship programs for specific clients
Physician Family Solutions
卓越医生家庭保障方案Protecting physicians' families and their legacy.
Business Owner Risk Planning
超凡企业主风险架构So your business continues, whatever happens.
Family Legacy Program
帝国家族传承计划Wealth and values, passed from generation to generation.
Large Case Life Insurance
国际客户大额寿险规划Protection and legacy across borders.
Planning starts with understanding you — not with a product
Listen & Understand
Your family, business, assets, residency and the people who matter most.
Diagnose & Analyze
A review across six key areas to find protection gaps and tax or legacy issues.
Design & Collaborate
An actionable plan built with attorneys, tax experts and product specialists.
Implement & Review
We help put it in place and revisit it as your life and the law change.
Not sure where to begin?
One private conversation will help you set priorities.