Our consultants work closely with Financial Advisors and their clients, tax advisors and attorneys, to provide customized solutions in the areas of estate planning, business succession planning, charitable planning and wealth preservation.
Through careful planning, our focus is to determine the most appropriate strategies and solutions to support clients in accomplishing their goals for protecting and preserving their wealth, while also designing an efficient plan to ultimately distribute their wealth to the people and causes that are most important to them.
John G. Brady
Private Wealth, Life Insurance and Estate Planning Consultant
John Brady is a specialist in the design and implementation of advanced planning strategies for families of significant wealth, entrepreneurs and professionals. For most of these clients, this involves working with their advisors to establish, fund and leverage multi-generational wealth strategies, frequently in tandem with philanthropic techniques.
30+ years financial services experience with specialization in estate, wealth, charitable and business succession planning for ultra high net worth families and business owners with estates ranging from $5 million to $2 billion.
Estate Planning Specialist – Merrill Lynch Vice President responsible for assisting Merrill Lynch Financial Advisors with estate planning strategies for their clients, in conjunction with the Merrill Lynch Estate & Trust Specialist. Essential Strategic Partners, Ltd – President Assisted CPA’s and Attorneys with developing advanced estate plans for their high net worth and business owner clients.
Bachelor of Science – Long Island University, C.W. Post FINRA Series 7, 6, 63, and 65 licenses