We are former senior tax partners from a Big Four accounting firm, specializing in estate and tax planning for private companies and ultra-high-net-worth (UHNW) families.  We saw a need for these UHNW families to have access to sophisticated insurance planning opportunities.  Each plan is customized to our clients specific needs and addresses their tax, estate, succession, wealth preservation and philanthropic goals. Utilizing the powerful planning opportunities afforded by insurance can greatly enhance the achievement of these goals.