Services

Services to high net worth clients and senior executives that focus on protection, growth and transfer of wealth and income.
Strategies to attract, retain and motivate talented individuals in a highly competitive business environment.
Strategies to manage risk for the owner/senior executive and their families in both a cost and tax effective manner.
A total compensation approach that looks at all sources (base compensation, mid-term and long-term incentives, plus the value of pensions, benefits and many other perks).

Strategies

Protection of assets (Corporate and Individual) through the use of innovative and enhanced insurance solutions.
Protection of income through the use of tax-effective disability income (DI) solutions.
Protection of health and security of lifestyle through the use of critical illness (CI) insurance and/or Long Term Care (LTC) options.
Enhancing retirement options through the use of Supplemental Executive Retirement Plans (SERPs) such as Individual Pension Plans (IPPs) and Retirement Compensation Arrangements (RCAs)
Discretionary asset management via Private Wealth Management Services for high net worth individuals, trusts and endowments.