Reminder: Family Office Insights Investor Luncheon, Tuesday September 13th, learn how to capitalize on mispricing in the life insurance industry to create wealth generation strategies and above market fixed income returns. An opportunity to meet Marc Schechter, partner of Schechter Wealth, a boutique, third-generation wealth advisory firm. For over 75 years, our multi-disciplined team 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.
At the offices of Duval & Stachenfeld LLP, 555 Madison Avenue, at 56th St, 6th Floor NY, NY
Firm Overview:
Schechter Wealth is a boutique, third generation wealth advisory firm with fifty teammates. For over 75 years, our multi-disciplined team of investment professionals, attorneys, accountants and life insurance professionals 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. Schechter was recently named to The Financial Times’ “Top 300 RIA Firms” in the country.
Peer Insights Report Interview with Marc Schechter
Investment Management Strategies:
- Schechter Cash and Short Term Bond Alternative Strategy – “Midland”
Annual returns between 1.5% and 10.5%
This strategy has been identified as an uncommon solution to the low yields available in money market savings accounts, certificates of deposit, and short-term bonds. This strategy will provide principal protected returns between 1.50% – 10.50%.
- Schechter “Bond Alternative” Strategy – “Penn”
5% to 6% Return – Safe, Liquid, and Tax Free
The “Bond Alternative Strategy” is designed to produce attractive risk-adjusted returns for your conservative investment portfolio. The strategy pairs the cash build-up feature and tax advantages of life insurance to provide a tax deferred and tax free return.
- Schechter Premium Financing Strategy
Maximum protection for your estate, minimum impact on your assets
Schechter has identified a strategy that can deliver a powerful, flexible and efficient option for permanent life insurance premium payments for eligible high-net-worth clients. Premium Financing, can be a cost-effective, tax-advantaged strategy to help transfer your estate to future generations.
- Private Placement Life Insurance
Private Placement Life Insurance (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 hedge funds and to shield traditional and alternative asset class investments from current period taxation.
Schechter Team Presenting
Marc Schechter
Senior Managing Partner & Principal, Schechter Wealth
Marc Schechter is an entrepreneur who has started, built and grown numerous businesses. Over the past 15 years in his role as Senior Managing Director of Schechter Wealth, Marc, along with his partner Jason, has been responsible for the vision and growth of the organization. Marc spends most of his time advising high net worth clients around the country on financial matters. Marc has spoken to numerous groups of industry professionals around to the country. He has been actively involved with many professional organizations throughout his career, including the Financial and Estate Planning Council, NAIFA (National Association of Insurance and Financial Advisors), and AALU (Association for Advanced Life Underwriting. Marc served on the Partners Financial Advisory Board, an NFP-owned company, as well as the Sun Life and John Hancock Advisory Boards. Marc currently serves on Pacific Life Insurance Company’s Advisory Board.
Aaron Hodari
Senior Wealth Advisor, Private Placement Strategist
Aaron Hodari works with high net worth individuals, families, business owners, and their advisors to bring them institutional quality investment management and advanced financial planning solutions. He helps his clients develop customized strategies and plans specifically tailored to their needs. Using a forward looking approach and the broad resources of Schechter Wealth, he guides his clients towards their financial goals. Aaron is a CERTIFIED FINANCIAL PLANNER ™ certificate.
Prior to joining Schechter, Aaron worked at BlackRock Financial Management, New York, NY in the Institutional Account Management group where he managed relationships with institutional investors including pension funds, foundations & endowments, and family offices. While there he specialized in customized Fixed Income solutions, Commodities, and Hedge Funds. Aaron also worked with the Friedman Real Estate Group where he analyzed properties around the country for potential acquisition.
Megan Sandler
Wealth Advisor
Megan Sandler advises high-net-worth individuals, families, and businesses in achieving their financial goals. Megan’s areas of expertise include advanced planning strategies that address wealth transfer, charitable planning, private placement life insurance design, and estate and tax planning objectives.
Prior to joining Schechter, Megan served as the Director of Marketing and Senior Vice President at Swiss Select Advisors – Emerging Market Equities Hedge Fund in New York, New York. There, Megan helped increase assets under management by directing capital raising initiatives for the fund. She worked closely with family offices, high-net-worth individuals, and businesses.
Before joining Swiss Select Advisors, Megan worked at BNY Convergex as Vice President of BNY Prime Services Sales and Capital Introduction. During her time at BNY, she created a launch platform for emerging managers. Megan began her financial career at Tudor, Pickering, Holt & Co based in Houston, Texas, as a trading energy analyst in the securities division.
RSVP deadline is past