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Since 2009 we have advised high net worth and ultra-high net worth individuals and businesses with the simultaneous needs for asset protection and wealth preservation. We also collaborate with high-level insurance agents, CPAs, trust and estate attorneys, family offices, and investment managers seeking to expand wealth transfer possibilities for their clients

Vérité Group serves individuals, families, and businesses that seek to:

  • Maximize their use of the wealth they’ve created
  • Determine the most efficient funding designs to acquire their needed life insurance
  • Provide a legacy to the next generation
  • Include life insurance as a valuable and flexible asset in their portfolio
Services for Individuals

Vérité Group serves advisors who seek to:

  • Provide their clients with cutting-edge solutions for wealth preservation
  • Be the go-to resource for high net worth clients
  • Solve difficult planning challenges
  • Provide, sound, efficient, and well-thought-out solutions to their clients
Services for Advisors