Elevate the value of your advice.
Access an infrastructure of experts and cutting-edge tools to meet the most complex requirements of your high-net-worth clientele. From risk engineering to decumulation modeling, we provide the strategic arsenal necessary to consolidate and protect intergenerational wealth.
Life Insurance & Protection
More than just access to insurers, we act as your risk engineering department. We negotiate directly with underwriters to obtain the best conditions, even for the most challenging HNWI cases.
- Total Independence: Direct access to 25+ major national insurers for absolute impartiality.
- Strategic Negotiation: Internal expertise in actuaries and underwriting to contest unjustified ratings.
- Corporate Market: Buy-sell agreement solutions, key-person insurance, and tax-efficient emergency fund structures.
Optimization of ratings and bespoke protection solutions for high-profile clients.
Capital preservation strategies and stable growth supported by Investia.
Wealth Management
Offer your clients rigorous management backed by the independence of our open architecture platform. We provide institutional solutions often inaccessible to the general public.
- Multi-Asset: Access to segregated funds, annuities, GICs, and banking solutions at preferential rates.
- HNWI & Private: Private management mandates and alternative products for qualified investors.
- Decumulation Modeling: Advanced strategies to maximize net after-tax income during retirement.
Corporate Taxation
Our advanced planning team assists advisors in developing complex tax structures for their entrepreneur clients, ensuring a smooth intergenerational transfer of wealth.
- Estate Freezes: Technical support for implementing freeze structures and family trusts.
- Shareholder Audit: Review of shareholder agreements to ensure adequate funding for buy-sell triggers.
- Corporate Surplus: Strategies for surplus extraction and asset protection against creditors.
Maximization of net inheritance through corporate estate engineering.
In-depth analysis to maximize performance and minimize fees.
Portfolio Analysis
Enhance your clients’ investment performance through our portfolio analysis service. We evaluate asset allocation, fees, and risk management to propose optimal solutions.
- Comprehensive Review: Detailed analysis of existing portfolios to identify inefficiencies.
- Fee Optimization: Strategies to reduce costs and increase net returns.
- Risk Management: Risk tolerance assessment and asset allocation adjustment.
The next chapter of your success.
Joining Boulos Financial Group means choosing an infrastructure that works for you. We facilitate the transition of your block of business with “white-glove” service for perfect continuity.
Benefit from comprehensive support for asset transfers and technological integration. We handle the administrative migration of your files to ensure flawless continuity for your clients.
Optimize the market value of your practice through our personalized succession strategies. We assist you in structuring your professional legacy to maximize its worth.
Enjoy total independence with zero quotas and zero bias. You retain full ownership of your clientele and remain the sole master of your recommendations and your schedule.
Professional discretion guaranteed.