For more than 30 years, National Madison has focused on the strategic use of life insurance for estate and multi-generational planning. We work with families to help them preserve businesses and other assets and to complete their dispositive plans for descendants and charities. We are experienced in using life insurance to convert clients’ taxable assets into tax-free assets for their children, grandchildren, and other beneficiaries.
Our work with ultra-affluent families has often involved planning for their corporate and other business interests so that our work extends to designing and implementing funding strategies for institutional clients and their executives.
Among our services, we
- design bespoke insurance planning strategies for the specific needs of institutions and qualified purchasers;
- offer sophisticated advice intended to reduce or eliminate transfer taxes (gift, estate, and generation-skipping), wealth taxes, and other taxes levied on capital, while maintaining planning flexibility; and
- provide our clients with long-term service relationships rather than mere transactions. Today, we serve the second and third generations of families whose patriarchs we first served in the late 1980s and early 1990s.