SPONSOR
CPS Private Client Solutions (CPSPCS)
The CPS Private Client Solutions (CPS|PCS) Division works collaboratively with Family Offices and RIAs to provide unique insurance solutions. Recognizing that insurance planning is an integral component of a broader wealth management strategy, (CPS|PCS) operates within a collaborative framework, aligning seamlessly with the families existing advisory team that serves as the client’s primary financial steward. In addition, we provide creative solutions for advanced planning with insurance for new plans, and a forensic review of existing insurance contracts. The (CPS|PCS) team has over 400 years of combined experience and is supported by CPS Insurance Services, a leader in the Risk Management arena since 1974.
(CPS|PCS) exists to transform the way insurance is perceived and utilized. We go beyond the conventional view of insurance as a protective measure and empower clients to harness its potential for wealth creation and optimization. Strategic relationships help navigate the complexities of estate planning and risk management strategies backed by insurance. (CPS|PCS) is the partner that will help deliver the insurance component of a holistic plan.