Tech-enabled. Tax-aware. Turnkey.

Integrated solution for long term investment mandates.

Add visible
alpha

protect leakage in investment returns and estate assets

Expand share of family wealth

include family members via generational portfolios

Retain more assets

allocate to Insurance Dedicate Funds and SMA mandates

Execute with ease and low cost

compound returns faster and build after-tax value of invested assets

Tailored for personal situations

Optimize
income & estate

Balance your
investment portfolio

Plan with all
your assets

Give to personal causes

Retain liquidity
with flexible use

Build lifetime solutions with ease

purpose-built AI/GPT for structuring, compliance and benefits information
— all in one place

asset allocation analysis to evaluate and visualize overall client portfolios
— holistic fit

dependable partner programs and model structures with leading players
— fast and dependable

lifecycle tools to help optimize performance and compliance — risk manage

See how it works

Talk to our team about building integrations with your tools

Better compound invested assets.

Asset Protection

Separate accounts protected from carrier insolvency and creditors.

Investment

Tailor mandates with full regulatory compliance.

Liquidity

Low cost withdrawals and potential to access after-tax account values.

Taxation

Tax deferred investment gains and potential tax-free distribution to beneficiaries.

Structuring

Flexibility to incorporate as part of estate plans and trusts.

Underwriting

For private life insurance, health examination to determine pricing.

Reporting

Simplification with no K1s.

Surrender

No insurance surrender charges and potential for tax-free exchanges from retail life insurance products.