You have worked diligently to build your wealth.
We will design a plan that will help you preserve what matters most – your values and legacy.
You love your family.
We give you a sense of financial wellbeing knowing you have taken care of the full spectrum of your family’s concerns.
You take pride in what your business has become.
We support your succession plan with strategies to safeguard your clients and employees.
We serve ultra-high net worth families, individuals and businesses, domestically and globally
Our passion is to help you preserve the wealth you have worked so hard to build through your lifetime
Guided by an understanding of your vision and values, we design and oversee sophisticated life insurance portfolios for the preservation and transition of your wealth to future generations.
We work collaboratively with your team of advisors, including your attorney, trust officer, CPA and wealth manager. Complexity is our specialty, particularly when it calls for creativity and integrity.
Life insurance is one of the most powerful and dynamic financial tools available.
Our design service is what sets us apart.
We have been a proud Member Firm of
M Financial Group since 1984.
Providing our clients with elite products that are proven to perform better than the general industry.
In working with ultra-high-net worth families our role, generally, is to serve the client
through the lead professional –
the attorney or multi-family office.
Our experience is the
missing element in
your advisory team
The most sustainable wealth preservation plans have a strong and collaborative wealth advisory team
Disclosures
Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Auctoris is independently owned and operated. Auctoris is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.
Check the background of this firm and/or investment professional on FINRA’s BrokerCheck
For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. CA Insurance License #0B71087
This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.
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