Our Capabilities
Institutional capabilities.
Personal service.
Life Star combines 25 years of industry experience with global relationships, institutional expertise and highly personalized advisory service.
Industry Leadership
25 yrs
Life Star brings 25 years of experience and leadership across the life insurance, life settlement, legacy planning and institutional markets.
Global Reach
Global
Life Star's relationships and capabilities extend across domestic and international markets, providing access to institutional participants, investors, advisors and strategic relationships.
Personal Service
Personal
Our institutional capabilities are supported by highly personalized, confidential advisory service. Every engagement is approached individually, with an emphasis on the client's objectives, circumstances and long-term goals.
What We Do
A disciplined, comprehensive capability set.
Each engagement is approached with institutional rigor and personal accountability — across markets, strategies and jurisdictions.
01
Life Settlements
Evaluation and representation for eligible senior policy owners considering a sale into the institutional secondary market.
02
Life Insurance Advisory
Strategic guidance for family offices, institutions, estates and enterprises on protection, liquidity and legacy structures.
03
Institutional Programs
Specialized support for institutions, charities, family offices and qualified investors — sourcing, diligence and program development.
04
Estate & Tax Planning
Insurance-based strategies for estate liquidity, wealth transfer, ownership transition and philanthropic giving.
05
Disability & Long-Term Care
Income-protection and long-term asset and care planning for executives, families and institutions.
06
Investor Services
Policy sourcing, case preparation, due diligence and portfolio support for institutional buyers in the life settlement market.
Create the Legacy of a Lifetime®