 SEEING THE BIG PICTURE
Attention to detail, the capability to consider all aspects of a client’s situation, and the advice of highly experienced professionals allow our clients to experience the personalized services of a small boutique – while benefiting from the resources, customized solutions and variety of services that a global firm can provide.
With a broad view of the path to your destination, Rubin Wealth Advisors can effectively guide you according to the priorities you establish by helping you:
- Bring order to and solidify your control over your financial affairs
- Manage risk to you and those you care about
- Eliminate or substantially reduce excise, gift, estate, and generation skipping taxes
- Protect your wealth and income from litigation
- Develop your investment policy statement and manage your wealth in line with your needs and objectives
- Assure the continuance of your lifestyle through retirement planning
- Eliminate or substantially reduce capital gain and income taxes
- Manage the value of your business interests
- Recruit, retain and reward your employees and highly-paid executives
ADDRESSING THE COMPLEX REQUIREMENTS OF WEALTH
Through our global resources and networks of industry-leading specialists, Rubin Wealth Advisors offers one of the most comprehensive arrays of insurance-based services, strategies and tools for addressing the complex requirements of wealth. Because we are independently owned, we are not tied to any one strategy, company or product. Your interests are at the center of our philosophy and approach. The following is a representation of our services, strategies, programs and tools
GOAL DIRECTED TOOLS
While Rubin Wealth Advisors offers one of the most comprehensive arrays of services to address the complex requirements of wealth – how we help you use them is what sets us apart.
A. MATCHING FUNDING STRATEGIES TO YOUR PLAN OBJECTIVES
As your advocate in the insurance planning process, Rubin Wealth Advisors provides a thorough and objective evaluation of possible funding methods using the following proprietary analytical models and tools.
THE TOLI EXPERT SYSTEM™
is an analytical process that assists clients andäThe TOLI Expert System their advisors in addressing the complex tax, trust and legal issues involved in the ownership of life insurance inside irrevocable insurance trusts. This system employs a comprehensive five-step process (including a Policy Management Statement) to assure that the client receives: clear objectives for the insurance and written quantifiable standards used to assist the trustee in the selection, structure, maintenance and service of the policy over the grantor’s lifetime.
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