Helping Families Build
a Lasting Impact
ALIFTS helps families and their professional advisors develop strategies designed to preserve resources, pass forward wisdom, and create opportunities for generations to come.
People | Purpose | Generations
A Better Measure of Legacy
A family’s legacy is about more than the wealth it leaves behind.
It is also the wisdom, values, relationships, opportunities, and resources passed from one generation to the next.
ALIFTS develops strategies designed to help families strengthen both their financial capital and their human capital—giving future generations greater opportunity to live meaningful, productive, and successful lives.
Ways We Help
Funded Insurance Trust
Creating Resources for Generations
The Funded Insurance Trust (FIT) is an advanced life insurance and estate-planning strategy designed for qualified families and businesses.
More Than An Estate Plan
Traditional estate planning addresses an important question:
What will happen to the family’s assets?
We believe families should also consider another:
What will happen to the people who receive them?
Financial resources can create extraordinary opportunities. But those resources may have a greater and more lasting impact when future generations are prepared to use them wisely.
ALIFTS brings these two objectives together. FIT helps create and preserve financial resources. Family Impact helps families pass forward the wisdom, values, and practices that can help future generations use those resources well.
Together, they provide families with a more comprehensive approach to creating a lasting impact.
Who We Serve
Families & Business Owners
For families seeking to preserve wealth, create liquidity, strengthen future generations, and provide resources that can support meaningful and productive lives.
Financial Advisors & RIAs
For professionals seeking sophisticated strategies that can complement their clients’ existing wealth management, estate planning, and legacy objectives.
Estate Planning Attorneys
For attorneys helping families structure the transfer of significant assets while addressing governance, stewardship, and multigenerational planning.
CPAs & Tax Professionals
For professionals helping clients understand and evaluate financial and tax considerations associated with advanced planning strategies.
Sophisticated Strategies.
Coordinated Execution.
Strategies involving significant life insurance, institutional financing, trusts, taxation, estate planning, and multigenerational family planning require expertise across multiple disciplines.
ALIFTS brings together experienced professionals and established processes to help coordinate those disciplines.
We work alongside families and their existing attorneys, CPAs, financial advisors, insurance professionals, lenders, trustees, and other specialists to make sophisticated planning more understandable and manageable.
Preparing The Resources—And The People
Financial success can create extraordinary opportunity for generations. But wealth alone cannot determine what future generations will do with that opportunity.
ALIFTS is built around a simple idea:
Help families create and preserve the resources future generations may need—and help prepare those generations to use those resources wisely.
What Will Your Family Pass Forward?
Every generation has the opportunity to leave the next one better prepared. ALIFTS helps families and their professional advisors develop strategies intended to preserve resources, create opportunity, and pass forward the wisdom that can help future generations thrive.