Liz is a leading expert in tax elimination and mitigation strategies for the high-net-worth market, bringing nearly two decades of experience to her work. Her background includes 20 years in ultra-high-net-worth strategic design, in addition to serving as a Managing Director at Bankers Trust Company and represented U.S. banks at the National Association of Insurance Commissioners. Recognized by the Financial Times, Liz regularly presents at industry conferences such as the Leaders Group Annual Conference and the Annual Private Placement Life Insurance and Variable Annuities Forum. Her academic credentials include a dual Bachelor’s in Mathematics and Labor Relations, a Master’s degree in Executive Communication and Leadership from Seton Hall University, and certifications in Strategic Planning and Management from Harvard.

Hugo provides comprehensive planning and consultation services to high-net-worth individuals and families, focusing on business, charitable, estate, and retirement planning. He collaborates closely with clients and their advisors to develop effective risk management strategies, implement advanced planning techniques, and design customized life insurance solutions. His deep understanding of the financial landscape is informed by his experience as head of Specialty Markets for AXA US, where he oversaw premium finance and global client markets. Hugo holds a BS in Finance from Villanova University and a JD from the University of Connecticut School of Law. A respected speaker and author in the field, his work has appeared in publications such as Trusts & Estates, AALU’s Washington Report, and National Underwriter. He is a member of the Bar Associations in New York and Connecticut.