Our Services

Custom Insurance Strategies

Our service begins with a deep understanding of your unique needs and aspirations for your wealth. Unlike a one-size-fits-all approach, we compare financial alternatives and collaborate to build customized insurance strategies that align with your overall financial circumstances and goals. From unlocking corporate retained earnings to providing estate tax liquidity and supporting philanthropic causes, our comprehensive suite of services is designed to empower you to make informed decisions with confidence.

Family Consulting Services

Beyond financial capital, we recognize the significance of human capital—wisdom, knowledge, and experience—that families pass down through generations. Our Family Consulting Services are tailored to help you align your family’s vision, establish effective governance structures, and foster trust and open communication among family members. By balancing the preservation of both your financial and human capital, we enhance the likelihood of a successful legacy transition.

Living Benefits

Discover the transformative approach of our Living Benefits. It’s not just about securing your family’s future; it’s about enhancing your life today. From accessing wealth in your lifetime to funding your aspirations, our Living Benefits program is designed to make your wealth work for you—now and in the future.

Committed to Your Peace of Mind

At Leyland & Matters, our commitment to you is unwavering. From the initial consultation to the implementation of your personalized insurance strategy, and through regular reviews and updates, we’re with you every step of the way. Your peace of mind and the security of your legacy are our ultimate goals.