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Curated insurance strategies that help secure lasting prosperity.
At Signature Private, prosperity means legacy and the contentment that comes along with it. As your trusted advisor and planning partner, our ideas inspire – while exceeding your expectations.
We specifically cater to ultra-high-net-worth clients, working in close partnership with both them and the advising team. Our clients include tax-conscious investors, philanthropists, business owners, community leaders, and stewards of family wealth.
Meet the Team
Kevin J. Donnelly
Managing Director
Kathryn Harrison
Managing Director
Eleanor I. Johnson
Managing Director
Joseph Mulheran
Managing Director
Patrick Mulheran
Managing Director
Jessup Pyun
Managing Director
Adele Zilber
Managing Director
Our team’s areas of focus
Retirement planning
Create customized strategies for individual client retirement needs.
Wealth transfer
Take advantage of how life insurance can function as preservation and a wealth-transfer vehicle to meet a client’s specific needs.
Business planning
Leverage techniques to transfer assets tax efficiently and equalize inheritances among heirs and/or business succession, according to client-stated goals.
Charitable giving
Construct a plan for a client and their family to select the proper tools and resources to make the most of the charitable dollars distributed in a will or trust.
Estate and legacy planning
Offer unique outcomes for a variety of legacy-preservation and estate-planning goals.
Policy review
Install a regular review structure to evaluate the effectiveness of a client’s individual policy – in order to improve its potency.
Tax-efficient planning
Establish a focused approach on improving portfolio performance through tax- and risk-mitigation, and hedging strategies.
Learn how we can make a difference. Let’s get started today.
Capabilities
Advanced planning
Evaluating the need to maintain personal wealth through advanced-planning strategies that skillfully leverage regulatory, legal, and financial expertise to enhance and safeguard a client’s or a family’s net worth.
Renowned underwriting and advocacy
Creating carrier-recognized, industry leading, underwriting expertise in impaired and financial risk, and specialty markets.
Case design
Recognizing each comprehensive plan requires an individual approach and a unique strategy. Our focus is bringing you creative, personalized financial strategies that take advantage of how life insurance can function as a wealth transfer, wealth accumulation, preservation, or estate planning vehicle.
Multicarrier access and products
Accessing carrier relationships that offer savings that come with scale, and special arrangements such as an expedited new business process.