Marc Schechter

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investment advisory services advanced life insurance design life insurance portfolio design wealth transfer charitable planning retirement planning business succession planning executive benefits private placement life insurance premium finance private capital estate planning wealth management investment portfolio management financial planning tax strategies philanthropic planning customized financial advice multi-family office services private investments capital preservation risk analysis individualized financial solutions donor-advised funds family wealth transfer charitable contributions alternative investments concierge client experience specialized planning investment strategies tax-efficient investment solutions asset protection financial wellness strategic partnership insurance design financial education performance reporting wealth accumulation high-net-worth clients legacy planning trust structures investment advisory cash flow analysis liquidity planning wealth management tools insurance underwriting advanced insurance design premium financing strategic investment opportunities time-sensitive financial planning charitable legacy investment risk management succession planning wealth creation strategies financial advisor collaboration client service excellence portfolio diversification tax-loss harvesting financial goal achievement dynamic investment management law practice legal services investment management financial services