A Word About Our Name...

In the game of chess, there is a unique move called 'castling' that allows the rook and a bank of pawns to protect the most important asset: the King. We specialize in strategies designed to help you preserve your assets. Talk to one of our partners to find out more.

 

In Preserving Your Assets, What's Your Next Move?

Life insurance has become one of the most complex instruments in the financial world. As a result, we believe specialized insurance expertise is now an absolute requirement of prudent financial management for businesses, trusts, family offices, non-profit organizations, as well as for the professional advisors of wealthy individuals. It requires experience, systems, and resources which we believe rarely exist in-house in any organization. We view the range of risk and opportunity in life insurance assets is too great for anything less than comprehensive portfolio management.