Seth Risk Management is a fully independent risk management firm that specializes in working with high net-worth business owners, individuals, athletes, and entertainers.
With over 20 years of experience, our firm offers innovative and unique solutions to help our client achieve their financial goals.
With our all-encompassing approach, we conduct a comprehensive analysis on current plans in place while focusing on potential cost savings through tax mitigation, cost containment, and wealth protection.
In addition, we have a robust practice providing Employee Benefits and Property & Casualty insurances to help business owners navigate the ever-changing marketplace.
Your Advisor Should Be Discussing:
EMPLOYEE BENEFITS
We take proactive measures by and gaining and understanding each organization's unique history, competitive challenges, and future initiatives. We combine the perspectives and insights of the staff, human resources professionals, and executives, together with our decades of experience to find the best possible options for each organization. Through the strength of our management team, our geographic presence, and our world class service, we are proud to provide our clients with best-in-class services that meet their growing needs. s or information that you want to share with your visitors.
PROPERTY & CASUALTY INSURANCE
By working in conjunction with our clients' Trust & Estate attorney/accountants, we provide tools that enhance their current estate plans. We have solutions that allow our clients to pass on assets in a tax-effective manner that provide tax- free liquidity to the next generation in powerful ways.
We offer a multitude of tax mitigation programs for business owners which provide tax-efficient planning beyond traditional means.
Many of our proprietary programs allow business
owners to put away additional dollars for themselves or their partners exclusively on a pre-tax basis.
TAX MITIGATION PLATFOR FOR BUSINESS OWNERS
Life. Disability and Long Term Care insurances are essential tools that are typically used to help protect families after the passing of a loved one or protection from a debilitating event. We also provide other variations of insurance programs that can be utilized to accumulate assets in a tax efficient manner, provide tax-free distributions for the later stages of life and/or provide diversification by utilizing these platforms on a non-correlated asset class.
RISK MANAGEMENT
PLANING
By working in conjunction with our clients' Trust & Estate attorney/accountants, we provide tools that enhance their current estate plans. We have solutions that allow our clients to pass on assets in a tax-effective manner that provide tax- free liquidity to the next generation in powerful ways.
ESTATE PLANNING STRATEGIES
