Grant Heller
Estate Tax Planning | Advanced Insurance Designs | Premium Financing | Wealth Protection Structures
Overview
Grant focuses on two core markets:
I. Estate Planning for Ultra-Successful Families
During the last three decades, Grant has specialized in helping many of the nation’s most successful families reduce estate taxes for their families without giving up control over their assets or access to their property. He works primarily with families with a minimum net worth of $100mm, and many of my clients are billionaires.
Everything Grant does is always a collaborative effort. He works WITH both the families and their advisors to solve critical problems and deliver solutions which satisfy the needs of all stakeholders. He is deeply committed to working as part of team, enhancing the both image and value of advisors who introduce me to their clients, and sharing the credit for positive outcomes with my referrers and advisory team members.
II. Advanced Insurance Solutions for Financial Advisors
- Premium Financing solutions approved by most major banks, insurers and specialty lenders
- Proprietary financed insurance stress analysis modeling
- Problem analysis, solution alternatives design and presentation, underwriting management and service support
- Tax efficient wealth protection and accumulation plans
- Full-service brokerage general agency support
Why We Work With Them
Grant’s Services:
- Estate tax reduction strategies allowing clients to keep control over and access to all their assets.
- Charitable tax planning for clients looking to help causes they are passionate about with tax benefits for their families.
- Proprietary tax efficient and risk managed insurance programs for ultra-successful families and their advisors: Premium Financing for arbitrage and cost efficiency, Tax efficient investing and risk management through insurance structures.
- Proprietary, impactful insurance based solutions that generate tremendous revenue opportunities for Financial Advisors. These powerful solutions for your most successful clients will help set you apart from the rest of the FA’s competing for your clients’ attention.
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Overview
Grant focuses on two core markets:
I. Estate Planning for Ultra-Successful Families
During the last three decades, Grant has specialized in helping many of the nation’s most successful families reduce estate taxes for their families without giving up control over their assets or access to their property. He works primarily with families with a minimum net worth of $100mm, and many of my clients are billionaires.
Everything Grant does is always a collaborative effort. He works WITH both the families and their advisors to solve critical problems and deliver solutions which satisfy the needs of all stakeholders. He is deeply committed to working as part of team, enhancing the both image and value of advisors who introduce me to their clients, and sharing the credit for positive outcomes with my referrers and advisory team members.
II. Advanced Insurance Solutions for Financial Advisors
- Premium Financing solutions approved by most major banks, insurers and specialty lenders
- Proprietary financed insurance stress analysis modeling
- Problem analysis, solution alternatives design and presentation, underwriting management and service support
- Tax efficient wealth protection and accumulation plans
- Full-service brokerage general agency support
Why We Like It
Grant’s Services:
- Estate tax reduction strategies allowing clients to keep control over and access to all their assets.
- Charitable tax planning for clients looking to help causes they are passionate about with tax benefits for their families.
- Proprietary tax efficient and risk managed insurance programs for ultra-successful families and their advisors: Premium Financing for arbitrage and cost efficiency, Tax efficient investing and risk management through insurance structures.
- Proprietary, impactful insurance based solutions that generate tremendous revenue opportunities for Financial Advisors. These powerful solutions for your most successful clients will help set you apart from the rest of the FA’s competing for your clients’ attention.
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