Guterman Organization

Guterman Organization Serving Trustees, Fiduciaries and their Clients: ESOPs, Entrepreneurs, Directors and Officers, Endow Planning with a Bias for Action (TM)
U.S.

and International Private Client Advisory on Wealth Optimization

Advise private clients on Wealth Optimization: investment, estate, gift, liquidity-event and insurance planning. Experience in property and casualty insurance, including captive insurance. Specialize in Cyber/Privacy/Media, Directors' and Officers', Errors and Omissions, Tax Opinion, Representations and Warranties insurances. Speci

alize in counseling private equity, hedge fund, venture capital and investment management partnerships; tech entrepreneurs. Key Qualifications
• Talent finding and meeting private clients' financial goals and needs
• Rapport with high-net-worth U.S. and international financial executives, entrepreneurs
• Background in tax, insurance, estate planning, management of financial firms
• 19 years experience in private placements of insurance and securities

02/20/2022
02/20/2022

Challenge

Serving Trustees, Fiduciaries and their Clients: ESOPs, Entrepreneurs, Directors and Officers, Endow

Address

8383 Wilshire Boulevard, Suite 600
Beverly Hills, CA
90211

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

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