Continuum Legacy Partners

We are former senior tax partners from a Big Four accounting firm, specializing in estate and tax planning for private companies and ultra high net worth (UHNW) families. We saw a need for these UHNW families to also have access to the most sophisticated insurance planning opportunities available. Each plan is completely customized to our client’s specific needs and addresses our client’s tax, estate, succession, wealth preservation and philanthropic goals. Utilizing the powerful planning opportunities afforded by insurance, where appropriate, can greatly enhance achievement of these goals.