Erin Everitt's Contact Details

Erin Everitt's Company Details

PH Robb Legacy Alliance

Tucson, Arizona, United States • 11 - 50 Employees
Financial Services

Financial / Tax / Wealth Transfer Planning for Ultra High Net Worth FamiliesWe partner with advisors to structure and manage large life insurance portfolios (between $10M and $250M) for UHNW clients.Our Mission StatementWe believe that collaboration, transparency, and expertise are the cornerstones of successful planning. Our vision is to create a network of the country's top advisors who all share these guiding principles to deliver best class service.What We Do for Clients• Minimize estate taxes• Create liquidity to pay estate taxes• Acquire tax-free assets and income• Plan for large unrealized gains• Structure tax-efficient succession plans for businessesWhat We Do for Advisors• Collaborate to accomplish planning for clients• Educate about life insurance and tax planning • Provide insurance case designs and presentations• Underwrite and negotiate offers from insurance companies• Structure premium financing arrangements• Conduct annual policy review and managementReal Life Example #1An advisor had a client who had built a successful company and who was worth over $50M. The client wanted to minimize the estate taxes that would be due at their death. The advisor worked with our company to structure a portfolio of life insurance that saved the client over $10M in taxes.