While some preach that life insurance is a bad investment, it’s often due to a bad initial design. Before you draw a line in the sand, allow Schechter’s Senior Managing Director, Marc Schechter, to explain how our firm does things differently.
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Schechter is a boutique, third-generation wealth advisory and financial services firm. For 80 years, our multi-disciplined team consisting of JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA® charterholders, CFP® practitioners and CIMA® consultants have been quietly advising wealthy families on financial matters including: Institutional quality investment advisory services, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable planning.