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Provide for family goals
Connect life insurance with your family’s goals, estate liquidity and the legacy you want your wealth to support.
Who we help · Investment Managers & Fund Principals
Plan for the life your professional success makes possible.
Bring family priorities, partnership interests and legacy goals into a coordinated financial plan.
Your goals, your plan
Start with what you want to accomplish.
Your professional life is built around putting capital to work. Personal financial planning brings the same attention to your family, retirement and legacy, connecting firm interests and compensation with the goals beyond your business.
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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Support the firm’s future
Coordinate partnership and key person coverage with your firm’s agreements and continuity plans.
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Explore additional possibilities
Consider PPLI and PPVA for eligible clients within a coordinated long-term plan, with your investment, tax and legal advisors involved.
Keeping the plan in view
Align your funding with the way your wealth develops.
A coordinated funding plan accounts for compensation, distributions and other sources of liquidity. We explore schedules and resources that support your goals while leaving room for firm and family priorities.
We compare existing coverage and new options with your advisors, bringing funding, policy terms and cash flow into a clear recommendation for your next steps.
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 grow with me?
We revisit your goals at family, career and business milestones, building on what is already in place and identifying opportunities for the next chapter. We coordinate recommendations with the advisors you want involved.
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.