Insurance Consulting for Wealth and Tax Advisors
A Trusted Partner to Elite Advisors Nationwide
PH Robb collaborates with top legal, tax, and financial advisors to deliver integrated insurance strategies for complex client needs. Our role is to strengthen your offering while protecting your relationships.
Expand Your Capabilities Without Adding Overhead
Serving ultra-affluent clients requires technical precision, strategic vision, and access to advanced resources. As a leading private client insurance consulting firm, PH Robb serves as an extension of your team—providing planning, modeling, and execution that complements your core practice.
We support your efforts in high net worth estate planning, wealth preservation, and tax mitigation planning without disrupting your client relationships. From plan design to policy implementation, we stay behind the scenes and in full alignment with your goals.
Technical Expertise in Advanced Insurance Strategy
Our team brings decades of experience in life insurance consulting, trust planning, and life insurance premium financing. We structure and manage solutions for clients with complex estates, illiquid assets, or significant future obligations.
If your client requires support with financed life insurance, business succession planning, or trust-funded coverage, we provide tailored solutions built on sound legal, tax, and actuarial principles. Our role is to simplify complexity, support your recommendations, and help secure outcomes that align with your client’s long-term legacy.
Strengthen Your Center-of-Influence Network
PH Robb helps advisors build credibility with their clients’ existing legal and tax professionals by delivering plans that reflect the quality and depth today’s complex families demand.
Our work reinforces your position as a forward-thinking, resource-rich advisor. With experience across GRATs, dynasty trusts, and advanced estate planning strategies, we align insurance with broader goals for generational wealth transfer, asset protection, and liquidity planning.
We know how to speak the language of sophisticated planning—so you don’t have to do it alone.
Who We Work With
Insurance
John Hancock
Lincoln Financial
Allianz
Global Atlantic
Symetra
Mutual of Omaha
Financial
Northern Trust
JP Morgan
US Bank
BNY Mellon
Royal Bank of Canada
Wintrust
Accounting
Anderson Tax
Cohn Reznik
Freidman Group
Deloitte
LevitZacks
Armanino
Legal
Norton Rose Fulbright
Withers Worldwide
Snell & Wilmer
McDermott Will & Emery
Weinstock Manion
Procopio
Confidential, Collaborative, Relationship-Focused
We are one of the most trusted independent insurance advisory firms in the United States, known for discretion, responsiveness, and performance. Our goal is to help you grow your practice while delivering white-glove support at every step.
Whether you need design input or full-case execution, we are your behind-the-scenes partner in high-level wealth building strategies and risk mitigation.
Partner With PH Robb
Gain a competitive edge with PH Robb as your silent partner. Contact us to learn how our agency services can elevate your practice and expand your client opportunities.