Private Client Services
Private Client and Family Office Services
National Madison provides sophisticated life insurance services to our clients as an integral part of achieving long-term planning goals and preserving wealth.
National Madison offers individualized solutions for wealth transfer and preservation. We consider insurance arrangements in the context of a wide variety of issues such as citizenship, country of domicile, philanthropic objectives, risk tolerance, tax efficiency, asset protection, special needs planning, family governance, and succession planning.
Our skilled leaders and staff understand the complex legal and tax issues that our clients face. We address such obstacles with the wisdom and expertise that come from decades of experience.
National Madison partners with professional advisors across many different disciplines. We work with trust and estate attorneys, accountants and financial advisors, trust officers, family office managers and philanthropic planning advisors to help provide clients with comprehensive and sound insurance plans. We help coordinate the planning for business succession, estate preservation, and charitable interests so our clients can be confident of reaching their goals.