Area of Focus
- Investment Advisory Services
- Advanced Life Insurance Design
- Life Insurance Portfolio Design
- Wealth Transfer
- Charitable Planning
- Retirement Planning
- Business Succession Planning
- Executive Benefits
- Private Placement Life Insurance
- Premium Finance
- Private Capital
- Estate Planning
Overview
Schechter is a boutique, third generation wealth advisory and financial services firm. For over 80 years, we have quietly advised wealthy families on financial matters including: institutional quality investment advisory services, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable planning. Our multi-disciplined team consists of one or more JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA® charterholders, CFP® practitioners and CIMA® consultants.
Team
Aaron Hodari
Managing Director & CIO
Disclaimer: The information provided in this directory is sourced from third parties or has been provided by the entities listed herein. We do not guarantee the accuracy of this information and strongly advise users to verify the details before engaging with any of the listed entities for services. We are not involved in the delivery of the services nor are we a party to any transactions between users and the listed entities. All copyrights and trademarks associated with the listed entities are owned by their respective holders. Use this directory at your own discretion and risk.
