Worthune offers a treasure trove of information, insights, and ideas for high net worth individuals and families who have over $3 million of net worth with financial planning concepts, investment strategies, risk management, and wealth transition.


The Ultimate Guide to Private Placement Life Insurance

Worthune’s Ultimate Guide to Private Placement Life Insurance provides in-depth information and nuanced perspectives about an innovative investment plus insurance vehicle that may be appropriate for the high net worth and ultra-high net worth individuals [...]

The Ultimate Guide to Choosing a Financial Advisor

For many high net worth clients, choosing a financial advisor is a critical step in their financial planning and wealth management journey.  You will be embarking on a partnership that lasts multiple years, if not [...]

College Savings Options for Wealthy Families

There are a different college savings options for wealthy families, but confusion abounds about what path is the right one.  In particular, for high net worth parents and grandparents, providing for a college education to [...]

Ultimate Variable Annuity Guide for Wealthy Investors

Worthune’s Ultimate Variable Annuity Guide for Wealth Investors addresses the often controversial and a complex investment plus insurance vehicle – the Variable Annuities.  The industry is rife with debates between various quarters with a vested [...]