At Your Consultants LLC we have strategic alliances with some of the nation’s leading financial institutions and law firms that provides our clients with the most up to date and creative planning that is desired by affluent families to help preserve and pass their wealth for multiple generations.

These alliances with accounting and law firms are established to provide clients with the best available advice and counsel on their complex financial affairs, including:

  • Estate Planning
    • Wills, Trusts, GRATs
    • Family Foundations
    • Family Partnerships
  • Tax Planning
    • Managing capital gains/losses
    • Tax return preparation
    • Quarterly income tax projections
    • Not-For-Profit Organization planning and returns
  • Family Office Practice
    • Processing bills and invoice payments
    • Cash flow projections
    • Personal financial statements
    • Service payroll needs

Property and Casualty Alliances

We have the ability to connect you with the Talent and Resources to manage your Property and Casualty issues.

You get the services, intellectual capital and market intelligence you need to protect your assets and keep risk and cost to a minimum. You work with people who are among the best in the business — individuals who thrive on challenges and approach each situation with a blank slate and a high level of enthusiasm — an approach that translates to better results for you. The services include:

  • Risk Management and Strategic Planning
  • Catastrophe Modeling
  • Program Design
  • Insurance Brokerage
  • Alternative Risk Financing
  • Claims Management
  • Loss Control
  • Plan Management

Your Consultants, LLC bring you to the proper expert in your industry to assist you in managing your risk.

As specialists, we share insights with you on “best practices” for managing risk in your industry. That said, there are times when the most innovative ideas come from looking at other industries. As a large broker with specialized capabilities in a range of industries, you get the benefit of expertise in your industry as well as a broader perspective. We offer specialized expertise in:

  • Construction Architects and Engineers
  • Environmental
  • Financial
  • Healthcare
  • High Net Worth Individuals
  • Hospitality
  • Intellectual Property
  • Management Liability
  • Manufacturing
  • Net profits
  • Private Equity
  • Real Estate
  • Retail & Wholesale
  • Technology
  • Transportation