We are a multi-disciplinary, equity owned, financial services collaborative comprised of independent partners who are professionals and Centers of Influence from the following disciplines: Insurance, Finance, Legal, Accounting, Wealth Management, Investment Banking, Private Equity, as well as Multi and Single-Family Offices. Our partners have a global footprint and advise HNW & UHNW Individuals, Corporations, Foundations, Pension Funds, Multi and Single-Family Offices on all forms of financial and capital transactions. Our partners’ global diversity and vast expertise afford AEG the unique ability to engineer a better outcome for virtually any financial scenario.
- Single Family Office
- Multi-Family Office
- Private Equity
- Insurance Planning/Design
- Life Insurance Premium Financing
- Fee-based RIAs
- Hybrid BD/RIA
- CPA/Accounting
- Hybrid CPA/RIA
- Wealth Mgmt. (Advisory & Planning)
- Estate Planning Attorneys
- Securities Attorneys
- Tax Attorney/CPA
- P&C Insurance Brokerage
- Captive Insurance Management Company
- Chartable Planning/Planned Giving Specialist
- Banking
- Capital Markets / Business Advisory
- Qualified Retirement Administration Co.
- AEG Specialties Offered (AEG and Partners – not exhaustive list)
- Institutional Indexed Funding Agreement
- “Guaranteed Income Strategies” (Specialized products/strategies, often involving a trust)
- Levered
- Unlevered
- *Trademarked structure for young professional athletes, heirs and entertainers. Levered, multi-product, structure
- Life Insurance Premium Financing
- Traditional
- VRDO
- Private Placement Life Insurance
- Onshore & Offshore
- PPVUL, PPVA
- Property and Casualty
- Commercial
- Personal
- Customized Large-Case Cyber Security
- Captive Insurance
- Corporate Insurance Planning
- Buy/Sell, Key-Person, NQDC funding
- Qualified Plan (IRA) Bailout
- Retained Earnings & Profit rescue
- M&A / Business Advisory / Capital Markets
- Tax Consulting
- Asset Management
- CPA Services (vary by CPA partner – AEG does not participate in accountant fees)
- Financed, Short-Term, Customized Enterprise Risk Insurance
- 3rd-Party Carrier
- Captive Insurance Alternative
- Tax-Advantaged Private Placements (Partners are both issuers and promoters, depending on offering)
- WATER – Specialized, Tax-Advantaged, Foreign Grantor Trust Structure
- Legal (AEG does not participate in legal fees)
- Estate Planning
- Multi-Specialty
- California Private Retirement Plans
- Bond Financing
- Long Term Care Planning (specialized LI and/or annuity products)
- Charitable Planning
- Full-range of traditional structures/strategies
- High-end life insurance and annuity case design (situational)
- Bespoke products/strategies
- Private Family Foundation
- Bespoke Institutional Products (coming soon)
OUR SERVICES
CONTACT
- 2626 Cole Ave., Suite 300 Dallas, TX 75204
- 800-496-8350
- support@ONYXCM.com