Properly & Ethically Protecting Families & Their Wealth

FBO Strategies LLC life insurance experts for high & ultra high-net worth

For the Benefit Of

Our mission is to help our clients plan for those who are most important to them

Our Process

FBO Strategies LLC has built a proprietary estate planning process. We use a fiduciary standard in working with every client putting their needs ahead of our own. Recommendations are based on strong analytics.   As an independent firm we are fully transparent about our compensation.


Protect What You Have


Plan to Have Enough


Transfer to Those You Love


Other FBO Services

FBO Consulting


Helping financial firms build an ethical insurance practice


Contact Us

Better yet, see us in person!

We love our customers, so feel free to make an appointment at your place or ours.

FBO Strategies LLC

1700 Bedford street, suite 203, Stamford, CT 06905

(203) 564-9984


Monday - Friday: 9am - 5pm Saturday: By appointment Sunday: Closed

Drop us a line!


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