Professional Partnerships

McNair & Company, Inc. is independently-owned, and thus, not tied to any one insurance company, product, or provider. Our goal is to help clients select the best options for them and their family in a strategic context. We offer a comprehensive range of insurance consulting services and products through our networks and the industry’s leading providers.

THE IMPORTANCE OF INDEPENDENCE, OBJECTIVITY, AND CLIENT ADVOCACY

Financial and estate planning are complex processes that involve many integrated pieces. At McNair & Company, Inc., we strive to develop strategic partnerships in collaboration with a community of professionals who share a similar culture, values, and process.

WE PARTNER WITH:

• Private Bankers
• Family Office Managers
• Trust and Estate Attorneys
• CPAs
• Trust Companies
• Insurance Professionals (Commercial Lines and Group Benefits)

QUIET STRENGTH BEHIND THE SCENES

Depending on your comfort level, confidential consulting services and insurance portfolio analysis can be provided behind the scenes through your firm or via direct client interface on a case-by-case basis. Simply put, our goal is to add to your credibility – through technical expertise delivered promptly and thoroughly.

Please contact us if you would like to explore a professional partnership.