Founded in 1971 by Charles Monat, the company has grown into one of the world's most trusted life insurance brokers. It specializes in providing sophisticated wealth transfer, liquidity planning, and legacy solutions for ultra-high-net-worth and high-net-worth clients globally. The firm acts as an independent broker, leveraging its relationships with top-tier insurance carriers to design and implement customized insurance-based financial solutions. After being acquired by Willis Towers Watson in 2014, the company underwent a successful management-led buyout in 2017, re-establishing its independence and focus on its niche market.