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See the full picture
Bring policy information into an organized view of the family’s plan. We help your team connect benefits, ownership and funding with shared priorities.
Who we help · Family Office Teams
Support the family’s ambitions across generations.
Coordinated financial planning and policy oversight for family wealth, trusts and legacy goals.
Your goals, your plan
Start with what you want to accomplish.
A family office brings generations, entities and ambitions into one conversation. AIM helps connect insurance and annuity arrangements with that broader picture, giving your team a clear view of how each contract supports the family’s goals.
AIM offers comprehensive financial planning around these priorities. We develop recommendations, then coordinate with wealth managers, accountants and estate attorneys to implement the relevant parts of the plan. Where you need additional expertise, we can help identify an outside advisor.
Planning opportunities
Ways to move your goals forward.
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Connect generations
Coordinate coverage with estate counsel and trustees to support the family’s legacy and liquidity objectives.
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Explore private placement
Consider PPLI and PPVA for eligible clients as part of the broader wealth plan, supported by coordinated analysis and implementation.
Keeping the plan in view
Make review part of the family’s planning rhythm.
Regular reviews give your team a clear view of how coverage supports the family’s goals. We organize policy information, identify next steps and coordinate funding and service requests.
We coordinate with the office, trustees and advisors, with appropriate authorization. Investment, tax and legal decisions remain with the professionals responsible for them.
Our planning approachA few practical questions
Before we get started.
Can you develop the financial plan as well?
Yes. We can build a comprehensive plan, develop recommendations and coordinate implementation with your advisory team. If a particular area needs outside expertise, we can help identify the appropriate professional.
How can the plan evolve across generations?
We revisit family priorities, trusts and policy arrangements with your team, identifying opportunities to support the next generation and coordinating recommendations with the relevant advisors.
Explore more
Let’s move your financial goals forward.
Tell us what you want to accomplish. We’ll help you build the plan and coordinate the next steps.