Catalyst Solutions Group

We work with ultra-high-net-worth families who want to preserve and transfer the wealth they've built to their children, grandchildren, and charitable organizations. Whether they're concerned about estate taxes, navigating complex family dynamics, or providing liquidity to cover taxes on illiquid assets, we help develop strategies that protect their legacy.

We partner with successful entrepreneurs and business owners who are planning for the future of their companies. From business succession planning and buy-sell funding to protecting against the loss or disability of an owner or key employee, we help business owners manage risk while creating strategies to attract, reward, and retain top talent through executive benefit and deferred compensation programs.

We specialize in designing customized disability income protection plans for physicians, attorneys, executives, and other highly compensated professionals. These individuals often have unique income structures and career risks that require more sophisticated planning than traditional disability insurance provides. Our tailored solutions help protect their greatest asset—their ability to earn an income—while complementing their broader financial and retirement objectives.

We serve high-income individuals and families—often referred to as the emerging affluent—who want to ensure they have the right life and disability insurance protection while helping increase tax-efficient retirement savings. We help them build comprehensive strategies that protect their income today and create financial security for the future.