Our Five-Step Approach
Using a five-step approach, we take the time to understand what is truly important to your family, develop a holistic preservation plan, and implement the customized set of services to meet your needs, striving to act as the nucleus of your family’s wealth preservation and legacy plan.
Evaluate
Evaluate your family’s needs from a holistic perspective, including qualitative and quantitative factors.
Identify
Identify opportunities to optimize your wealth preservation plan, including ways to support your family through all aspects of navigating a legacy of wealth.
Design
Design your custom life insurance plan and any additional strategies that focus on what matters to your family’s legacy.
Implement
Put your custom plan into action, ensuring a cohesive and connected team that is working as an efficient unit on your behalf.
Review
Review your plan and its performance on a regular basis so your family can grow with you as your circumstances change.
How We Work With Our Clients
Collaborating closely with clients and their advisors, we optimize policy performance by considering factors like product selection, insurance company diversity, premium funding duration, and financing methods.
Our Network of Third-Party Experts
We take pride in facilitating seamless introductions to our network of top-tier professionals, while also welcoming collaboration with a client's existing advisors.
Wealth Advisors & Money Managers
Expert financial guidance for wealth optimization.
Trust & Estate Planning Attorneys
Preserving and securing legacies through legal strategies.
CPAs & Tax Professionals
Navigating complexities for optimal financial outcomes.
Family Offices & Venture Funds
Empowering wealth growth and diversification.
Real Estate & Investments
Building prosperity through strategic real estate ventures.
To join our strategic alliance network
Books We Recommend on Legacy Planning
Legacy planning involves more than just transferring assets. From our perspective, it holds significantly greater significance as it entails the transfer of non-financial assets such family heritage, meaning, wisdom, and character to our loved ones and communities. Our clients have found value in engaging with these literary works, and we make an effort to stay up-to-date with the most cutting-edge thoughts surrounding these crucial discussions.
Your Meaning Legacy
By Laura A. Roster
The Intentional Legacy
By David McAlvany
Create a Thriving Family Legacy
By Jeff Rogers
Entrusted: Building a Legacy That Lasts
By David York & Andrew Howell
Doing Good Better
By William Macaskill
Many of our clients have a story to tell. As a result, we have established a partnership with Legacy Literature, a confidential biography writing service designed for people at the pinnacle of their lives. They have produced biographies for professional sports team owners, major media executives, and Fortune 500 CEOs to preserve their life stories in exquisitely produced books. Whether for posterity or publication, Legacy Literature strives to be the gold standard in ghostwriting.
To schedule an introductory call with Robert Cocuzzo, Founder & Chief Biographer of Legacy Literature, please let us know.
