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Family Offices

Working with Family Offices

We help family offices protect their clients' assets by providing experienced advice in the insurance and annuity areas. 

We believe that financial security is achieved with a plan utilizing  defense and offense. Most family offices have an offensive approach to wealth management that successfully grows a family's wealth. However, without an insurance professional, a family office disregards the gravity of estate taxes and third party creditors. 

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Neither MML Investors Services or Integrated Wealth Strategies nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney, legal or tax counsel for advice on specific legal and tax matters.

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