Private Client Group

“To create true wealth, you have to learn to make money while you sleep.”

The Private Client Group at Affinity Insurance Partners addresses the needs of high net worth individuals who face unique tax and estate planning challenges. If you have experienced financial success and wish to ensure your legacy is transferred efficiently, the subject matter specialists in our Private Client Group can assist.

We listen carefully, conduct case consultations among multiple experienced advisors, and simplify complex estate planning, tax mitigation, and other business owner concerns to show clients the way forward.

Our Clients Include

Individuals who potentially face substantial tax obligations
Individuals who seek to do legacy, estate, and charitable planning
Individuals who have experienced, or anticipate major liquidation events
Business owners looking for succession or exit strategies

Working together, we’ll customize a comprehensive financial strategy that revolves – and evolves – around what matters most to you.

Our Service Offerings

Estate planning strategies
Tax mitigation strategies
Business financial planning
Charitable giving strategies
Wealth management solutions
Risk management

By identifying our Private Client Group clients, we are able to provide better service to all of our clients. Since Fortis policyholders require more of our service team’s time and often have more sophisticated needs, we can assign the right Account Managers to the right clients.