The Burgess Group, based in Fairfax, VA, is a specialized wealth creation company that offers premium financed life insurance structures to high net worth individuals worldwide. These unique transactions allow clients to finance large amounts of life insurance, securing the loan primarily through the policy itself, without interrupting their investment portfolio's cash flow. With over two decades of experience, The Burgess Group provides a range of advanced planning techniques for charitable, business, and estate planning, as well as tax and succession funding, offering integrated premium financed life insurance capabilities and a dedicated team with over 100 years of combined expertise.
The company's proprietary funding structures and techniques have resulted in hundreds of millions of gifts and bequests, and they work with top-rated insurance carriers and major domestic and international banks to support their transactions. The Burgess Group is known for its client-centric approach, professionalism, and dedication to achieving clients' overall objectives, providing knowledgeable and responsive service in the field of tax and estate planning. With their expertise and practical advice, they guide clients through the process and structures required for their chosen plans, ensuring the success and value of their financed life insurance matters.
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