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Investment Advisory
Advanced Life Insurance Design
Private Placement Life Insurance

Investment Advisory & Advanced Life Insurance Design

Schechter Wealth is a boutique, third-generation wealth advisory firm. For over 75 years, our multi-disciplined team consisting of one or more JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFP® practitioners and CFA® charterholders has been quietly advising wealthy families on financial matters including: institutional quality investment advisory services, advanced life insurance planning, income and estate taxes, business succession, and charitable planning. Watch the video

Schechter Investment Advisors Ranks Among Largest & Fastest Growing RIAs in U.S.

A July 2017 ranking from Financial Advisor has placed Schechter Investment Advisors in the top 2.1% of Registered Investment Advisors (RIAs) in the U.S. The ranking, which focuses primarily on 2016 year-end assets, lists Schechter as 254th out of approximately 12,000 potential RIAs nationally and seventh in Michigan. Bernie Kent, JD, CPA, PFS, Chairman of Schechter Investment[…]

How Schechter Wealth is Helping Metro Detroiters Invest in Israel

An article in the July 13th issue of the Jewish News, authored by Robin Schwartz, highlights how Schechter Wealth’s relationship with Colorado-based hedge fund Lazarus Israel Opportunities is helping connect Metro Detroit investors to Israel. Over the past 15 years, Israel has become a hotbed of technological innovations, with one of the world’s best-performing stock[…]

Schechter Wealth Managing Director, Aaron Hodari, Examines PPLI In a Recent Article For Trust & Estates.

Schechter Wealth Managing Director, Aaron Hodari, CFP®, CIMA®, explores private placement life insurance in a recent article for Trust & Estates. PPLI offers access to Hedge Funds, MLP’s, and Mutual Fund investments in a tax-efficient structure. Private Placement can also eliminate tax-related filings. For many clients, Private Placement is the perfect vehicle to access traditionally tax-inefficient[…]

Schechter Wealth has appointed Ilana Liss and Aaron Hodari Managing Directors

Schechter Wealth, a Birmingham, Michigan-based, 3rd generation wealth advisory firm, has promoted Aaron Hodari, CFP®, CIMA® and Ilana Liss to Managing Directors. Mr. Hodari is an investment advisor who works with the firm’s high net worth clients. He leads Schechter’s efforts in the alternative investment and hedge fund space. Mr. Hodari is a frequent speaker nationally[…]

Hedge Fund Investors Turn to Private Placement Life Insurance as Tax Concerns Increase

Approximately 100 hedge fund investors, high net worth investors, and family office representatives registered for a panel discussion to learn the intricacies of private placement life insurance. The event was held September 14th at the Edition Hotel in New York City. Panelists included representatives of Lombard International Assurance (A Blackstone Company), SkyBridge Capital, and Schechter[…]