Cypress Strategies serves affluent families as well as family-owned and controlled companies throughout the United States.

Cypress Strategies’ process combines:

Cypress Strategies is committed to helping clients achieve clarity in their legacy, succession, and life insurance planning. We pride ourselves on asking thoughtful questions, listening intently to the answers, building consensus around comprehensive solutions and taking responsibility for their implementation and execution. Integrity and transparency are the cornerstones of our mission and confidence is our ultimate goal.

We will continue to grow and enhance our services and professional skills in our ongoing quest to be known as the premier platform to serve family businesses and ultra-affluent family groups. We will strive for constant personal, intellectual and professional growth while maintaining balanced lives.

Cypress Strategies will continue to educate clients and their advisors as to the truth about life insurance, as well as dispelling the myths of the industry that have been in place for more than a century. We will continue to apply our strategies to existing & new life insurance policies and dynamically work to help improve their performance.