Insurance strategies

To meet growing demand for customized solutions, Boulevard Insurance Strategies draws on Mark Hyman’s deep insurance experience

BEVERLY HILLS, Calif., November 14, 2022–(BUSINESS WIRE)–Boulevard Insurance Strategies today announced the addition of a new member and industry expert, Mark Hyman.

Mark Hyman joins the Beverly Hills firm, primarily responsible for advising independent financial advisory firms and regional planning offices on providing innovative advice to ultra-high net worth clients.

“I am delighted to partner with the best RIAs in the country, bringing my 18 years of experience as a strategic planning partner, providing bespoke institutional insurance solutions to ultra-wealthy individuals and families. positioned to provide value and thought leadership to advisors and their clients,” comments Hyman.

Hyman’s arrival will amplify Boulevard’s extensive experience in large and jumbo markets, multi-generational wealth transfer and estate planning, philanthropic legacy planning, family businesses and business continuation planning. company.

“Our philosophy is very simple. Our goal is to solve, not to sell. At the UHNW level, clients and their advisors demand the best advice, service levels and options. With a national and decentralized presence, we collaborate with the best RIAs and their best advisors to collaboratively tackle and solve the biggest tax and wealth transfer problems of their most important clients,” notes Matthew Celenza, co-founder and CEO of Boulevard Insurance Strategies.

About Boulevard Insurance Strategies
Boulevard Insurance Strategies is the culmination of several careers in the wealth management and UHNW insurance industries. Born out of an MFO in Beverly Hills, BIS is a company created to specifically meet the needs of top advisors, lawyers, accounting firms and family offices serving the ultra-rich. The BIS team is comprised of industry insiders with a vision for disruption, delivering tailored, best-in-class solutions. The team has extensive management experience within insurance companies and understands the insurance distribution model and how to leverage it to the full benefit of the client. It starts with our corporate structure, a general brokerage agency, built for the broadest choice, control and oversight. Our team is built to handle the toughest cases, with hand-picked experts at the peak of their careers. Our MFO experience in holistically managing our clients’ large wealth has brought together expertise in tax, banking, family governance, asset allocation and insurance to create the set of solutions we have today.

To learn more about Boulevard Insurance Strategies, please visit https://www.boulevardis.com/.

About Dynasty Financial Partners
Dynasty Financial Partners is known for helping advisors with integrity better serve their clients, run their businesses more profitably, grow faster, and improve the enterprise value of their companies. Dynasty achieves this by providing wealth management and technology platforms to select independent financial advisory firms. Dynasty creates access to valuable resources and industry-leading capabilities through an open architecture platform, enabling advisors to meet their clients’ needs and protect and grow their wealth. Dynasty helps Independent Consultants and their teams be independent, but not alone, by creating exclusive community events and experiences. Dynasty also offers access to flexible capital solutions to help advisors grow, scale and grow their business. Dynasty’s core principle is “uncompromising objectivity”, and the company is committed to developing solutions that enable investment advisors to act as true fiduciaries for their clients.​

For more information, please visit www.dynastyfinancialpartners.com.

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See the source version on businesswire.com: https://www.businesswire.com/news/home/20221114005899/en/

contacts

Media Contact
Sally Cate
sallycates@dynastyfinancialpartners.com
646-704-4500