Advanced Planning
The Golden R Group offers the full suite and services of Highland Capital’s Advanced planning specialties.
Our team understand that some cases need advanced, tailored planning strategies to achieve success. We offer sophisticated solutions to our clients’ unique financial situations, working with their legal, tax, family office, and wealth advisors for a comprehensive and informed approach toward case design.
Our deep, collective expertise allows a holistic, sophisticated approach toward:
Ultra-high-net-worth (UHNW) planning
Premium funding strategies
Estate/wealth planning
Business succession planning
Specialty markets
Foreign Nationals
Charitable planning
Special needs planning
Private placement life insurance solutions
We distill the technical into actionable solutions by providing:
Case design and consultation
Carrier-agnostic product design and selection
Fact finder tools for delineation of your assets and goals
Partnership with SWAT Underwriting for large, complex cases
Advanced case design support