Risk Management is part of corporate financial strategy. Whether funding a buy-sell agreement, protecting against the loss of a key executive or owner, or funding a wealth replacement trust for tax & estate planning reasons, we will work with your tax & legal advisors to ensure the correct structure and planning.
Once the planning is clearly outlined, we will then help with the due diligence and execution of any insurance need.
Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
