ESTATE & INCOME TAX PLANNING
WEALTH MANAGEMENT TRUST©
CAPITAL PRESERVATION & ASSET
RETIREMENT PLANNING &
||CAPITAL PRESERVATION & ASSET PROTECTION
Fee-For-Service Insurance Counseling
Fee-For-Service Life Insurance Counseling is a unique opportunity for clients of The Institute. We have access to low load policies through top rated companies. By offering fee-based life insurance service,
the Institute provides a wealth of objective information and unbiased counsel to high net worth individuals, corporate executives, business owners, and other professionals.
Long Term Care Insurance
We also help guide the decisionmaking process for clients considering the purchase of long-term care insurance. Our first step is to determine the need for this asset protection coverage. Exploring self insurance with existing assets and looking at other alternatives will help you make a more informed decision.
Global investing offers diversification and the potential for increased returns and/or reduced portfolio volatility. Substantial tax benefits are available depending upon your citizenship and resident status. We provide traditional investment portfolios for U.S. investors, and offshore investments and trusts for both U.S. and non-U.S. citizens.