Matthew Celenza helps many divorcing couples with hard-to-split assets, and he often keeps both spouses as clients. “I have very long-lasting relationships,” he says.
Beverly Hills advisor Matthew Celenza tells ThinkAdvisor about his insurance-focused approach, which he's rolling out to other RIAs.
August 15, 2019 at 03:39 PM
1 minute read
The original version of this story was published on Https://www
Matthew Celenza, an innovative advisor in the posh Golden Triangle of Beverly Hills (think Rodeo Drive), is providing his billionaire clients with bespoke life insurance solutions that function as family banks outside their estates. They allow the ultra-high net worth to spend more now, build legacy and “disinherit the IRS.”
Insurance can be “an incredible active asset class,” the $1 billion RIA tells ThinkAdvisor in an interview.
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