Gen Three Partners

Gen Three Partners is a wealth preservation-focused insurance firm serving high-net-worth families and their companies. We cultivate and analyze data to inform effective, proprietary life insurance planning, while utilizing intelligent, tax-efficient strategies to minimize income and estate-tax liabilities. We have earned the confidence and trust of our clients by delivering the highest level of service and excellence in coverage. Our firm’s singular focus on optimizing the transfer of wealth has fostered the long-term relationships on which we pride ourselves today. At Gen Three Partners, we are hyper-focused on insurance and wealth preservation planning, and often serve as unbiased third-party experts alongside existing relationships with bankers, registered investment advisory (RIA) firms, estate planning attorneys, philanthropic advisors, tax advisors, CPAs, and other family advisors.

网站

https://www.genthreepartners.com/

Gen Three Partners的外部链接

所属行业

金融服务

规模

2-10 人

总部

Irvine，California

类型

私人持股

创立

2021

领域

Wealth Preservation、Estate Tax Planning、Policy Audits、Advanced Life Insurance Design、Buy-Sell Insurance、Key Person Insurance、Premium Financing和Estate Planning