The Gilbert Group of Beverly Hills is a nationally-acclaimed insurance advisory firm. Our team includes some of the top insurance professionals in the fields. Our principals average over 40 years of industry experience and are recognized as leaders on a national, regional and local basis. Our product have helped countless clients fund estate plans, protect their families and businesses, and fulfilled charitable intents.

The Gilbert Group’s sole business is providing custom, sophisticated insurance-based wealth transfer strategies for high net worth individuals and families. Our clients include some of the world’s most successful entertainers, athletes and executives. Their advisors benefit from our decades of experience and collaborative approach to resolving estate planning and asset protection challenges. Our success is a direct result of our focus on current trends. We make it a priority to remain at the forefront of tax laws and changes in the insurance industry.

The Gilbert Group is privately-owned and operated and therefore we have access to more than 65 leading insurance and financial companies to offer the best solutions for our clients. With average volume exceeding $1.0 billion in risk management, we have an advantage over our competitors in the breadth of our insurance solutions as well as our ability to obtain exceptions and offers from carriers. Our volume, combined with our positive relationships with the carriers, allows us to provide insurance coverage at the best price.

Life Insurance is one piece to a much larger puzzle and is an overlooked asset. A key to a successful plan is matching the client’s objectives with the most appropriate solutions. Rather than push products, we apply technical knowledge of those products with innovative approaches and use them to resolve client needs. This results in a custom solution that always accomplishes the client’s goals.

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Delivering Innovative Life Insurance Strategies for Your Needs


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Our Carriers

Our relationship with over 65 of the leading insurance companies ensures that our clients will receive the most cost-effective and appropriate products at all times.


 
 

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CONTACT US: 310.858.1935