Ph Robb

Answer: PH Robb's phone number is +12*********

Answer: PH Robb's official website is https://phrobb.com

Answer: PH Robb's revenue is $5 Million to $10 Million

Answer: PH Robb's SIC: 6411

Answer: PH Robb has 11-50 employees

Answer: PH Robb is in Financial Services

Answer: PH Robb contact info: Phone number: +12********* Website: https://phrobb.com

Answer: Financial / Tax / Wealth Transfer Planning for Ultra High Net Worth Families We partner with advisors to structure and manage large life insurance portfolios (between $10M and $250M) for UHNW clients. Our Mission Statement We believe that collaboration, transparency, and expertise are the cornerstones of successful planning. Our vision is to create a network of the countrys top advisors who all share these guiding principles to deliver best class service. What We Do for Clients Minimize estate taxes Create liquidity to pay estate taxes Acquire tax-free assets and income Plan for large unrealized gains Structure tax-efficient succession plans for businesses What We Do for Advisors Collaborate to accomplish planning for clients Educate about life insurance and tax planning Provide insurance case designs and presentations Underwrite and negotiate offers from insurance companies Structure premium financing arrangements Conduct annual policy review and management Real Life Example #1 An advisor had a client who had built a successful company and who was worth over $50M. The client wanted to minimize the estate taxes that would be due at their death. The advisor worked with our company to structure a portfolio of life insurance that saved the client over $10M in taxes.

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