We specialize in wealth protection
We build asset protection strategies for high-wealth individuals and families. Preserving and protecting assets before an unforeseen catastrophic event can be the difference between economic recovery and financial ruin. Learn why our Risk Assessment and Management Planning is vital to your success.
Risk Assessment & Management Planning
Risk Assessment and Management Planning (RAMP) is our approach for creating customized insurance solutions that change with your needs. It also helps us provide you with effective disaster recovery strategies. Call us now for more details.
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High-Wealth Specialty Carriers
We work with industry leaders who have historical relationships representing high-wealth families. Our strategists identify gaps in business or personal insurances to ensure your completely protected form unexpected events.
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A reputation built on trust and experience.
Now Offering Virtual Consultations
For your privacy and security, we now offer virtual appointments.
Submit your request today to set up a live video consultation with MRE Martin Rosner Eleftherion from your smartphone, tablet, or computer!
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