Homeowners
Our comprehensive review of your real estate holdings is designed to create a tailored risk solution for your high-end properties, taking into consideration your personal risk appetite and pain thresholds. We understand what it takes to protect one-of-a-kind features. Wherever your home is located, we can create customized plans to address the individual risks associated with the property and apply real marketplace data to better understand the insurance costs and mitigation strategies designed to reduce the carry cost of a home over time.
Valuable articles
We help our clients to insure, appraise, and manage fine art, wine, jewelry, couture, and any other high end items that have value, emotional and/or financial. We review and asses all of our clients significant holdings and can create custom curation plans that include mitigation techniques as well as insurance coverage.
umbrella / excess liability
Your significant assets and unique lifestyle—arising from factors like owning multiple homes, employing domestic staff and more—expose you to an above-average number of liability risks. Lost lawsuits hold the power to threaten not only your existing wealth and future earnings, but also the legacy intended for future generations. We help our clients to better understand their exposure and advise on adequate limits they should be purchasing.
private aircraft / non-owned aviation
Whether you own your own aircraft or are a member of aviation air-share program we can provide you with global coverage for both the jet and the crew, as well as any operating or holding companies that manage the aircraft.
automobile
Owning multiple vehicles is a luxury, but maintaining multiple policies to cover them can be a challenge. We provide one policy that can cover all your auto needs, from everyday family cars to high-performance and collector cars.
Flood & Earthquake
If you have either of these exposures we will provide basic actuarial analysis to determine the potential maximum loss of any one event so that you can better understand the likelihood of significant disaster. With this data we help our clients to purchase the correct levels of insurance for any specific location.
Watercraft & Yacht
Whether your dream boat is a small craft or an oceangoing super yacht, we can accommodate it. And with flexible navigational limits your coverage can extend anywhere in the world your travels take you. We can also address captain and crew coverage.
Business Exit & Succession Planning
Ultimately, all business owners must decide in what capacity they want their business to continue, what their long-term individual contributions will be, how to ensure the ongoing care of their clients, and the optimal direction and strategy to execute those objectives. While financial considerations are often the primary focus, philosophical and emotional considerations that may not be as clear, also play a vital role in the approach and design of a succession plan.
Life insurance planning
It plays a vital role in the planning process, but implementation and management can be complicated. AXG Advisors has longstanding experience working successfully with businesses, executives, affluent families and individuals on complex insurance transactions.
Business Executive services & compensation
With years of financial services experience, you can trust us to ask the right questions and put in place the right solutions. We take into account hidden variables that can affect implementation, such as organizational strategy, financing techniques, and employee makeup. We create and implement plans with purpose, beginning with the end in mind and using customized solutions to meet our clients’ goals and objectives.
Key Employee Coverage
Executive Incentive Plans
Business Continuation Coverage
Debt Protection
Long Term Disability Planning
Affluent Individuals & Families
Through industry due diligence and annual reviews, we manage client expectations by monitoring performance against original projections, and provide recommendations to match the evolving needs of our clients. Life Insurance has many unique characteristics that may make it an appropriate solution for a variety pf challenges, including providing payment of a death benefit at the passing of an insured(s). In addition, to death benefit protection, we focus on the following:
Tax-Deferred Cash Value Accumulation
Income Tax Free Death Benefits
Tax-Advantaged Access to Policy Cash Values
Family Protection
College Funding
Debt Protection
Wealth Creation
Estate Tax Liquidity
Gifting Leverage
Charitable Solutions