PH Robb
Integrity | Experience | Expertise
Trusted by the country’s wealthiest families and their advisors to deliver advanced life insurance planning since 1985.
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400+
Advisors Who Partner With Us
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125+
Years of Cumulative Experience
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$13B+
In Death Benefit Funded
We believe life insurance is an asset class that can accomplish:
Wealth Maximization
Ultra High Net Worth families are constantly looking for ways to maximize their wealth. Proper insurance and tax planning can magnify and protect a family’s wealth generationally, without requiring significant time or resources.
Tax Minimization
Income, estate, and gift taxes can significantly reduce an Ultra High Net Worth client’s wealth over time, and ultimately reduces flexibility for family, business, and charitable planning. Life insurance can be used to minimize the negative impact of taxes.
