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Strategic Partners


Marion Consulting, Strategic Partner

Michael Marion is the founder and President of Marion Consulting which is currently celebrating 28 years of service. He has limited his practice to focusing on Family Wealth Transfer, Philanthropic Planning, Business Succession and Executive Benefit needs of high net worth families and successful closely held businesses.

Professional Credentials:

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Chartered Life Underwriter (CLU), 1984, The American College, Bryn Mawr, Pennsylvania.
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Chartered Financial Consultant (ChFC), 1985,
The American College, Bryn Mawr, Pennsylvania
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Certified Specialist in Planned Giving (CSPG), 1997,
American Institute for Philanthropic Studies at CSU, Long Beach
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Registered Securities Representative, National
Association of Securities Dealers, Inc. (FINRA)



Amaden Gay Agencies, Strategic Partner

The Amaden Gay Agencies, Inc. specializes in providing personal insurance for high net worth families both nationally and internationally. Our Private Client Services department offers diverse and comprehensive property & casualty products from Chubb, Chartis, ACE Private Risk, Fireman's Fund and PURE. For over 100 years the Amaden Gay Agencies have been providing innovative insurance solutions and unparalleled service. There is simply no insurance agency better able to assess and manage the complex risk management needs of your family.




Venture Pacific Insurance , Strategic Partner

Venture Pacific Insurance Services, Inc. was founded in 1996 in Irvine, California. The owners of Venture Pacific founded the agency on the principles of a service first based approach. We feel that in the ever-changing insurance marketplace, the client needs to be represented by an agency that has the ability to change with the times, adjust to market fluctuations and handle market volatility.

We are licensed in all fifty states individually and have the ability to be international in scope. We believe that in order to command loyalty we must provide you with the highest level of service and commitment the first time every time!

 





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