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Partners

Our highly experienced team specializes in working with RIA’s, Family Offices, Estate Planning Attorneys, Trust Departments, CPA’s , life insurance agents and wealth managers around the country in providing comprehensive life insurance and alternative investment solutions for their high-net worth clientele. Copperstone Partners works with our partners to develop the most innovative and complete strategies for clients.

These relationships come to Copperstone Partners anytime life insurance enters the picture as part of the overall planning strategy. Beyond assisting with specific client needs, Copperstone Partners also serves as a resource and educational platform to keep this network up to speed on the various life insurance related structures and changes in the industry. If we don’t have the necessary information to solve your client’s problems, our strategic network will and we will instantly connect you to the world’s leading specialists in legal, insurance and tax arenas.

  • Benefits of becoming part of the Copperstone Partner Strategic Network:
  • Access to decades of experience in complex high-net worth estate planning through various forms of life insurance
  • Access to all the major carriers both domestic and foreign for competitive pricing
  • Access to the Copperstone Multi-Series Insurance Dedicated Fund with tax efficient access to the world’s leading hedge funds and money managers
  • In depth policy review and audits for existing clients at no charge to fulfill the fiduciary responsibility for the good of the client
  • Decades of experience in the international tax planning life insurance industry for foreign national clients
  • Unequaled experience in the Private Placement Life Insurance Industry
  • Constant continuing education on changes to the tax, estate planning and insurance industries
  • Instant connection to the U.S. and International elite legal, insurance and tax specialists around the globe

If you would like be part of our Strategic Network, please contact us to see if your practice and clientele are a good fit.