CLIENTS

Our Partner's Clients:

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• One of the top three hospitals in the country - over $2 Billion in 10 years

• Large human rights organization - over $100M in increased endowment 

• Schools in the Big 12, Pac 12, ACC, and SEC

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Recent Partner Case Study

66 year-old husband, 53 year-old wife wanted to create a $100M endowment

• Purchased an $80M survivor life policy in which net death benefits exceeded $100m at projected life expectancy.

• Charity recognized gift of $100M today.

• Transaction was financed which eliminated a drain on clients' balance sheet.

• Endowment benefit was almost 20 times what was required in collateral.