About The Monolith Group
Innovative solutions for your specific situation.
Many traditional programs included insurance as the best tool for mitigating many of these issues, however large premiums would reduce liquidity and the size of the estate. Financing those premiums was introduced and made good sense but carried many potential risks.
The firm set out to build a more robust method to reduce as many risks as possible and developed the Monolith Funding Strategies Plan™ also referred to as MEPS (Monolith Estate Planning Strategy). Because the Monolith Funding StrategiesTM and MEPS plan includes a finely orchestrated consortium of the best and largest financial institutions, leverage platforms, risk managers, legal experts, and tax specialists, it is the cornerstone of the prodigious organization appropriately named,
THE MONOLITH GROUP.
Our Focus is You
The Monolith Group was created to develop strategies to solve a multitude of issues for high-net-worth clients in the areas of:
Wealth Preservation and Wealth transfer through estate planning
Buy/Sell arrangements between partners and business owners
Charitable giving and philanthropic endeavors
Wealth amplification and/or wealth replacement
