The More Uncertain The Future, The More Important The Plan.

The Wealth Design Center works with closely-held businesses, public companies, and affluent individuals to help develop and implement estate liquidity, wealth transfer, and business succession plans. Working closely with our clients’ legal and tax advisors, we apply our experience, innovative strategies, and financial modeling to help achieve business continuity objectives and the responsible transfer of wealth to future generations.

We specialize in using advanced estate planning techniques combined with sophisticated applications of life insurance to solve the unique needs of the affluent market. Each planning solution developed is specifically designed to ensure cost-effectiveness, tax-efficiency and flexibility in order to provide long-term performance and value to our clients.