About Spearhead

SPEARHEAD is a boutique financial services firm focused on providing customized solutions for Ultra High-Net Worth Individuals, Family Offices, and Asset Management firms.  We strive to provide long-term value to clients on an after income tax and estate tax basis by combining balance sheet risk management techniques together with investment management strategies.

Our areas of focus include:

  • Structural planning for Ultra High-Net Worth Individuals, Family Offices, and Asset Management firms
  • Equity & Debt Portfolio Management and Alternative Investments strategies
  • Private Placement Life Insurance (PPLI) and Private Placement Variable Annuity (PPVA) structures
  • Insurance Dedicated Funds and Separate Managed Accounts design, implementation, and growth strategies