Tenzing Advisors is frequently referred by advisors to client situations that require collaboration with a team of advisors representing many disciplines. We understand that the life insurance portfolio represents one piece of the client’s overall asset holdings and estate plan, and we work with the rest of the advisory team to optimize its performance and cohesiveness with the rest of the plan.
The advisors whom we serve represent some of the most significant wealth management and advisory firms in the country, including trust companies, law firms, wealth management firms, family offices and accounting firms.
Our approach is consultative. Our mission is to objectively provide the best information possible, allowing clients and advisors to make informed decisions. We are accustomed to meeting and exceeding the expectations of mega-wealthy clients.
We do not advise clients on investments, tax or legal matters.