BEVERLY HILLS, Calif.--(BUSINESS WIRE)--Boulevard Insurance Strategies announced today the addition of new member and industry expert, Mark Hyman.
Mark Hyman joins the Beverly Hills firm primarily responsible for consulting with independent financial advisory firms and regional planning offices on providing innovative guidance to ultra-high-net-worth clients.
“I am excited to be collaborating with the nation’s best RIA’s, bringing my 18 years of experience as a strategic planning partner, providing bespoke institutional insurance solutions to ultra-wealthy individuals and families. Boulevard is uniquely positioned to bring value and thought leadership to advisors and their clients,” comments Hyman.
Bringing on Hyman will amplify Boulevard’s extensive experience in large case and jumbo markets, multi-generational wealth transfer and estate legacy planning, philanthropic legacy planning, family business and corporate continuation planning.
“Our philosophy is very simple. We aim to solve not sell. At the UHNW level, clients and their advisors demand best in class advice, service levels and optionality. With a national, decentralized presence we are partnering with the best RIAs and their top advisors to collaboratively tackle and solve the biggest tax and wealth transfer concerns of their most important clients,” notes Matthew Celenza, Co-founder and CEO of Boulevard Insurance Strategies.
About Boulevard Insurance Strategies
Boulevard Insurance Strategies is the culmination of several lifetime careers in the UHNW wealth management and Insurance industries. Born out of a MFO in Beverly Hills, BIS is a firm created to specifically cater to the needs of top advisors, attorneys, accounting firms, and family offices serving the ultra-wealthy. The BIS team are industry insiders with a vision for disruption, delivering bespoke, best-in-class solutions. The team has extensive management experience inside insurance companies and understand the distribution model for insurance and how to leverage it fully for the client’s advantage. This starts with the structure of our business, a Brokerage General Agency, built for the widest choice, control and oversight. Our team is designed to navigate the cases most cannot, with handpicked experts at the top of their careers. Our MFO experience holistically managing the significant wealth of our clients has brought together expertise in Tax, Banking, Family Governance, Asset Allocation and Insurance to create the solution set we have today.
To learn more about Boulevard Insurance Strategies, please visit https://www.boulevardis.com/.
About Dynasty Financial Partners
Dynasty Financial Partners is known for assisting advisors of integrity to better service their clients, run their businesses more profitably, grow faster, and enhance the enterprise value of their firms. Dynasty does this by providing wealth management and technology platforms for select independent financial advisory firms. Dynasty creates access to valuable resources and industry-leading capabilities through an open architecture platform, enabling advisors to address their clients’ needs and to protect and grow their wealth. Dynasty supports independent advisors and their teams in being independent, but not alone, by creating exclusive community events and experiences. Dynasty also offers access to flexible capital solutions to help advisors expand, scale, and grow their business. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to developing solutions that allow investment advisors to act as true fiduciaries to their clients.
For more information, please visit www.dynastyfinancialpartners.com.
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Twitter: @DynastyFP
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