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New England Brokerage
Corporation offers its clients the benefit of our extensive experience
in providing estate planning and wealth preservation services to
high-net-worth clients – and the expertise derived from our
longstanding relationships with many of the nation's finest firms in
investment banking and law.
These services are designed to bring prudence, discipline,
intelligence, and focus to estate planning. We are uncompromising in
our commitment to client confidentiality.
Throughout the process, we encourage the client's active participation
in the planning process. Our objective is to assure that key aspects
of a client's financial planning profile — tax, estate planning, and
insurance — share a common perspective and direction. The result is a
plan that provides fully integrated, comprehensive protection.
Our services address many aspects of financial planning and wealth
preservation, including:
- Estate Tax
reduction techniques
- Gift-Giving
Trusts, including private foundations
- Asset protection
strategies
- Advanced Life
Insurance planning and design including
family-related issues
- Non-financial
aspects of financial and estate planning
- Coordination with
the client's legal and tax advisors
-
Corporate-Sponsored programs
- Key executive plan
design and implementation

For more information, or to arrange a confidential appointment, please
contact New England Brokerage Corporation at:
203-869-4803 or email nebco@nebco.net
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