Private Wealth & Legacy Advisory
Private wealth and legacy advisory, organised around what you want to happen.
Most firms present a list of products. We organise the work by the outcome you are after, because that is how the decision actually gets made. The products sit underneath: they are the means, not the point.
The five pillars
Start with the objective, not the product.
Each pillar answers a question clients ask in their own words. Follow whichever one sounds like yours.
- 01
Legacy & Asset Protection Planning
“Protect my family and the assets I have built.”
Estate-plan coordination, trust advisory, and the life insurance structures that keep a family solvent and a plan intact.
- Estate-plan and trust coordination
- Permanent and universal life insurance
- Term life insurance
- Mortgage protection insurance
- Final expense insurance
- Coverage review and beneficiary audit
- 02
Private Banking & Liquidity Strategies
“Create access to capital without dismantling what I have built.”
Infinite Banking education and properly structured cash-value life insurance, used as a personal and business liquidity system.
Explore this - 03
Lifetime Income & Retirement Strategies
“Turn what I have saved into income I cannot outlive.”
Annuity strategy, retirement income planning, and protecting savings from sequence-of-returns risk near and during retirement.
Explore this - 04
Private Wealth Structuring
“Organise my financial life with more privacy and control.”
Private-ordering education, ownership and control concepts, and organising family wealth so it is understandable and transferable.
Explore this - 05
Integrated Advisory Coordination
“Get my professionals working from the same plan.”
Working alongside your attorney, CPA, investment adviser and insurance professionals so the plan holds together as one.
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Honest scope
Who we are probably not right for.
Saying this plainly saves everyone time, and it is the part most firms leave out.
If you want investment management
We do not manage investment portfolios or select securities. If that is what you need, an investment adviser is the right professional, and we are happy to work alongside one you already trust.
If you need legal documents drafted
Trusts, wills and entity documents must be drafted by a licensed attorney. We coordinate closely with yours, but we do not practise law and will not pretend otherwise.
If you are looking for the cheapest possible policy
If price is the only variable that matters to you, a comparison site will serve you faster than we will. Our work is in structure and coordination, which takes conversation.
If a strategy needs funding you may need back soon
Several of the strategies here reward a long horizon and penalise early exit. If your cash flow is uneven or your timeline is short, we will tell you before you commit, not after.
Find your topic
Looking for something specific?
Every solution we work with, and where it lives on this site.
Start here
Tell us what you are trying to protect.
Share a little about your situation and we will come back to you with a considered next step, not a sales call. If you would rather talk first, book a time or call directly.
- Call directly
- 813-563-2322
- Hours
Monday – Friday: 8:00 AM – 6:00 PM ET
After hours: On call 24/7
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Important disclosure
Insurance and annuity products may involve fees, limitations, surrender charges, holding periods, market risk and/or the claims-paying ability of the issuing insurer, depending on the product. Availability, features, crediting and eligibility are subject to product terms, underwriting, applicable law and individual circumstances. Guarantees are backed solely by the financial strength and claims-paying ability of the issuing insurance company.