Insurance


It’s not how much you make in life, it’s how much you keep.

Insurance is crucial — no financial plan can be complete without considering risk of loss. Insurance products are specifically designed to mitigate the many risks we all encounter in life.

We are experts in evaluating insurance needs and products. In fact, we review the insurance policies for the clients of some of the most prestigious financial institutions in the world.

Areas in which we help design and implement insurance policies include:

  • Disability/income replacement
  • Premature death (life insurance)
  • Illness (long-term care and health insurance)
  • Kidnap and ransom
  • Specialty insurance for sports and entertainment professionals

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We are independent advisors, not constrained to any particular company.

Planning


Proper planning begins with an understanding of both short and long-term objectives.

We spend time with our clients to understand their businesses, family, and personal needs to mutually determine the best planning structure for them.

Next, we identify the proper structure to meet our clients’ long-term objectives. We are independent advisors, not constrained to any particular company.

Finally, once implementation is chosen, we will regularly review and update the performance of your objectives.

Charitable Planning


Where do you want your money to go?

Most estate plans involve some sort of charitable giving. To assist you in your altruistic endeavors and reduce your overall potential estate liability, we stand ready to assist you with a whole host of complex charitable giving strategies, including advice and analysis on grantor retained trusts, charitable trusts, and family foundations.

We stand ready to assist you with a whole host of complex charitable giving strategies.

Our services include:

  • Strategies to maximize the transfer of wealth from generation to generation
  • Business succession planning
  • Review of estate planning documents
  • Executor/trustee assistance
  • Post-mortem planning, including special valuations of property
  • Preparation of estate, gift, fiduciary and private foundation tax returns
  • Court-required accountings

Estate and Trust Services


“By failing to prepare, you are preparing to fail.” –Benjamin Franklin

We provide a wide range of estate and trust services, from sophisticated estate planning to the nitty gritty compliance. Above all else, we work hard to understand and implement your goals, whether it is the minimization of estate taxes, transition of a family business, establishment of a trust, or the creation of a private foundation.

Alec Abbott
Personal Financial Services Partner-in-Charge

949.222.2999
4100 Newport Place Drive
Suite 600
Newport Beach, CA
aabbott@sagepointadvisor.com

Our flexible approach goes beyond traditional internal auditing because we provide you with the guidance you need to reinforce and enhance internal controls, manage business risks, improve business processes, meet compliance requirements, and implement best practices.