Family Office Investment 
Symposium 2024

Balanced Strategies, LLC

Balanced Strategies, LLC is a national insurance consulting firm that provides specialized services to advisors of high net worth families, closely-held business owners and foreign nationals. A core service of Balanced Strategies is the design, negotiation, implementation, and ongoing servicing of premium financing transactions. We work with and consult advisors and clients on insurance-driven solutions related to advanced estate, tax, and business succession planning, with a primary focus on maximizing efficiencies in wealth transfer. We bring a significant amount of detail and experience in the design, economic evaluation, implementation, and financing of large planning-driven insurance transactions.

Our team follows a rigorous and well documented process throughout the engagement. This requires, at minimum, weekly communications with the lead advisor throughout the initial design and implementation stages and quarterly/annual reviews after the insurance installation.