Private Family Banking Partners

  • Other
  • Lawrence KS
  • 6 employees
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Company Overview

Headquarters
3514 W Clinton Pkwy, Lawrence KS
Website
privatefamilybanking.com
Employees
6
Industry
Other
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Financials & Stats

Revenue

$10B

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Who is Private Family Banking Partners

Private Family Banking Partners is a small financial services company based in Lawrence, Kansas. With a team of six employees, they provide specialized financial planning services tailored to families. The company focuses on a unique approach called "Private Family Banking," which utilizes customized dividend-paying permanent life insurance policies. These policies are designed to create a tax-advantaged "money pool" that families can control for wealth growth and passive income. Private Family Banking Partners distinguishes itself by offering a strategy that aims to protect wealth from market fluctuations and provides tax-free access to funds. Unlike traditional retirement plans like IRAs or 401(k)s, the company's method allows for withdrawals without penalties. For more information about Private Family Banking Partners and their services, visit their website at privatefamilybanking.com.

Private Family Banking Partners Industry Tags

Individual and Family Services
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FAQ

What is the location of Private Family Banking Partners's headquarters?
The headquarters of Private Family Banking Partners are situated at Lawrence KS
What is Private Family Banking Partners's official website?
The official website of Private Family Banking Partners can be found at privatefamilybanking.com.
How many employees does Private Family Banking Partners currently have?
Private Family Banking Partners employs approximately 6+ people
Which industries is Private Family Banking Partners primarily operating in?
Private Family Banking Partners operates in the following industries: Other & Specialty
What are Private Family Banking Partners's industry tags?
Private Family Banking Partners's industry tags include: Individual and Family Services

Employee Directory

Key Employees

Steve Lundblade

Partner

Andrew Meguin

Agent

Mike Smalley

Strategic Advisor