WHO WE SERVE
FOR OVER FOUR DECADES, BHR HAS SERVED AS THE TRUSTED ADVISOR TO FAMILIES AND THEIR BUSINESSES THROUGHOUT THE UNITED STATES
WHO WE SERVE
WE ARE INDEPENDENT
BROKERS THAT REPRESENT CLIENTS FIRST THROUGH OUR UNIQUE APPROACH TO LIFE INSURANCE.
FAMILIES
Protecting and preserving family wealth is at the heart of what we do. We optimize a client's plan with the most sophisticated tools available to ensure their goals are achieved.
BUSINESS OWNERS
We work with business owners to help them identify and mitigate risks, reward and retain key talent, and plan for buyouts, stock redemptions, venture capital investment, and the transfer of their business to future generations, employees or outside investors.
FAMILY
OFFICES
We serve single and multi-family offices as a key advisor on life insurance and wealth transfer strategies. We lead meetings regarding multigenerational wealth, family business roles and responsibilities, philanthropy, and planning for future generations.
TRUSTEES
AND TRUST BENEFICIARIES
We manage trust-owned insurance portfolios with the utmost care and confidentiality for trustees and beneficiaries. We partner with private banks and trust companies nationally.
ADVISORS
We work with attorneys, accountants, asset managers, and other insurance professionals to advise their clients on multigenerational wealth transfer strategies.
CHARITABLE
ORGANIZATIONS
We partner with 501c3 nonprofits and foundations to catalyze major gifts by using proprietary wealth transfer strategies.
HOW WE SERVE
OUR
COMMITMENT
We take the time to learn about our clients. We use proprietary tools to evaluate a client's situation and their needs. We advise on estate planning and business planning, and as independent brokers, we represent our clients to all major life carriers and create a superior client experience through our concierge underwriting program.
Once a plan has been designed and implemented our work has only begun. The client experience continues with concierge service, reporting and long-term management for decades to come.
ESTATE PLANNING
BUSINESS PLANNING
CONCIERGE UNDERWRITING PROGRAM
LONG-TERM MANAGEMENT