The Wealth Transfer Group was founded in 1983 to offer the best available wealth transfer advice, services, and products for our clients. Our clients demand and expect the best, and for 40 years our clients say we have exceeded their expectations.
Robert Slane, founder of The Wealth Transfer Group, comes from a family of business owners and entrepreneurs, who, like most entrepreneurs, were mainly focused on building their wealth, not preserving it beyond their lifetimes. As such, he has seen firsthand the consequences from a lack of planning vs. the rewards of successful wealth transfer planning. Helping clients ensure the latter is the backbone behind the firm’s 40 years of success.
What Makes Us Unique
We have 40 years of experience in high net worth estate and wealth transfer planning. We make complex tax laws and estate planning techniques understandable so our clients can make informed decisions. When a client is armed with the proper information they begin to understand how today’s financial decisions impact their long-term wealth planning.
We strive to find every tax and financial advantage possible for our clients. These can take the form of intra-family financial transactions, leveraged gifting or as simple as a mispriced life insurance product to pay estate taxes.
One patriarch recently said to us, “The IRS must really hate you.” My response was, “The IRS doesn’t hate me, or anyone for that matter. All I do is utilize the current tax laws for my clients and their families’ benefit.”
The timing, combining and sequencing of techniques is what makes the magic happen.
Robert C. Slane, CLU®, AEP
Robert Slane is president of The Wealth Transfer Group, Inc., a company he founded in 1983, where he works with high-net-worth clients and their advisors throughout the country in developing wealth transfer and estate plans.
He has spoken at numerous tax and educational conferences including:
- ACTEC summer conference (American College of Trust and Estate Counsel)
- NYU Institute on Federal Taxation
- NADA Conference (National Automobile Dealers Association)
- Forum 400 annual meeting
- AALU annual meeting (Association for Advanced Life Underwriting)
- NAEPC (National Association of Estate Planners and Councils) Annual Meeting
- Central Florida Estate Planning Council
- Southwest Florida Estate Planning Council
- Martin County Estate Planning Council
He has appeared on CNBC’s Power Lunch and NPR’s Marketplace. Mr. Slane testified before the IRS and Treasury Department regarding proposed regulations on reportable transactions and patents. He has been published or quoted in The Wall Street Journal, The New York Times, Bloomberg Wealth Manager, The Estate Analyst, Leimberg Information Services, Trusts & Estate Magazine, Estate Planning Magazine, and the NAEPC Journal.
He is a past president of the Forum400, an invitation-only organization of the top insurance professionals in the country that specialize in advanced planning concepts for business owners and wealthy families. He is a past president of the Central Florida Estate Planning Council.
He received his B.A. degree from Rollins College, his Chartered Life Underwriters (CLU) designation from the American College, and his Accredited Estate Planner (AEP) designation from The National Association of Estate Planners and Councils.
Our Strategic Partner
Founded in 1963, Valmark is an exclusive, 50+ year old, invitation-only consortium of independent wealth transfer and wealth management firms. Valmark Financial Group is comprised of a family of companies including Valmark Securities, Inc., a FINRA-registered securities broker-dealer, Valmark Advisers, Inc., an SEC-registered investment advisor, Executive Insurance Agency, LLC, a Master General Agency for life insurance products, and the Valmark Policy Management Company.
As a collective group, Valmark Member Firms have over $50 billion of life insurance in force and an estimated $6 billion of assets under management, with an additional $25 billion of assets under management controlled through independent Investment Advisors associated with Valmark. This combined buying power gives us access to some of the nation’s top companies, products, and services, enabling us to advocate on behalf of our clients while maintaining independence.
The exclusive, private services available to clients of The Wealth Transfer Group are provided by one of the most distinguished professional teams in the life insurance and securities industries. Valmark’s senior team houses an office staff of over 100 full-time professionals who are experts in all aspects of financial planning, investment analysis and portfolio management, qualified and non-qualified retirement plans, life insurance underwriting and management, and regulatory compliance.
A WORLD CLASS UNDERWRITING ADVOCACY DIVISION
Valmark maintains one of the most distinguished underwriting and professional teams in the industry, with experience and credentials spanning multiple financial disciplines. They leverage their team of underwriting advocates to strategically obtain the best possible underwriting and pricing decisions for their clients.
HIGHLY CREDENTIALED AND SKILLED CASE ADVISORS
Including attorneys, accountants, MBAs, Certified Financial Planner Practitioners, Chartered Life Underwriters and Chartered Financial Consultants – many of whom are Financial Industry Regulatory Authority (FINRA) Registered Principals.