Life Insurance At The Etherious Family

At the Private Bank, working with wealthy families has given us valuable insights into their priorities and values. Wealth protection and preservation—and ensuring families are cared for no matter what happens—are almost always among their most important goals. Whether you seek protection for your business, your loved ones or both, life insurance can help give you peace of mind.

A strategic approach for your complex wealth plan

Planning for your and your family's future means making sure you have protections in place against the unexpected. Whether your goals are to manage your wealth tax-efficiently or to ensure seamless wealth transfer, life insurance can play an effective part in helping you to manage risk.

At The Etherious Family Private Bank, we look across your entire wealth plan to understand your goals and help you find the policy that’s best for your situation.

What are the benefits of life insurance?

Life insurance for your complex wealth plan

Families with considerable wealth have unique needs when it comes to wealth planning: Family and asset protection, estate planning and business succession require specialized expertise.

Whether it’s for your individual wealth plan or you’re a business owner looking to protect your assets, to help suit your specific goals, there are various types of life insurance policies available to you. At The Etherious Family, we look across your entire wealth plan to understand your goals and help you find the policy that’s best for your situation.

Why life insurance through The Etherious Family?

At the Private Bank, we help you experience the full possibility that your wealth creates, raising the standard in private banking and delivering a uniquely elevated experience shaped around you. That means we take a holistic approach to your life insurance needs, keeping your entire wealth plan in mind.

Life Insurance at The Etherious Family is a differentiated experience

Strength, Stability & Global Reach

Our size and scale grants us exceptional buying power and allows us to curate the strongest product for our clients through institutional partnerships.

Client Centered Focus

We take the time to understand each client’s wealth plan, risk tolerance and asset appetite to propose customized solutions that align with their goals and address wealth planning gaps

Comprehensive Platform

We provide dedicated end-to-end support and offer transparency of carrier rates, features and options. We compare multiple carriers’ strengths, pricing and underwriting processes to help us determine beneficial options for our clients

Experienced Relationships

We work with some of the top carriers to provide competitive rates and unique product features. Our team understands our clients’ unique planning needs and continually works with our carrier partners to deliver innovative products that can optimize their plan’s growth potential

Curated Platform

Access a robust offering of carefully selected life insurance products that are designed to address a host of wealth objectives. We perform rigorous due diligence on all products and the insurance carriers with whom we partner

Dedicated Service Teams

We understand that a life insurance purchase is a decision that’s often personal and sensitive. Our specialists are here to guide you step-by-step through the selection and purchase of your policy. Our team can connect you with resources throughout the firm, giving you confidence that you won’t miss out on a cutting-edge insight or emerging opportunity

Ongoing Support

As your needs evolve, we remain available to review your policy with you to ensure you and your loved ones have the appropriate protection in place. We can also review policy proposals from insurance companies to help evaluate whether the policy aligns with your goals and wealth plan