About the Nautilus Group®

About the Nautilus Group®

The Nautilus Group® provides a range of consultative services and technical case design to support its Members in presenting complex estate, business, charitable, insurance and retirement strategies to their clients and their clients' advisors in these key areas:

  • Family Protection
  • Estate and Legacy Planning
  • Business Succession and Exit Planning
  • Executive Benefits
  • Philanthropy

The Nautilus staff includes specialists experienced in taxes, law, life insurance, accounting, and charitable giving, Nautilus Members are a carefully selected group of industry professionals who work with affluent families and business owners on estate, business and charitable planning objectives.

Affiliation with Nautilus provides exclusive access to resources, services and solutions that allow Members to advance the goals most important to their clients by developing a plan designed to help their clients attain clarity on financial situations and achieve their business and estate planning objectives.

Nautilus Members use a team approach that fosters an understanding between the client, the Nautilus Member and the client's circle of advisors. This coordinated process, coupled with access to the Nautilus staff, means clients can draw on knowledge not often available to individuals and helps ensure that all areas are considered in order to formulate the right course of action for Members’ clients.

After engaging in an open dialogue to attain a thorough understanding of their clients’ particular planning situations, the Nautilus Member and the Nautilus team of experienced professionals:

  • Examine legal documents.
  • Present and project clients’ current planning situations.
  • Quantify planning alternatives.
  • Suggest strategies that may better align clients with their goals and objectives.
  • Research and assess current legal issues.

Since each one of our Member's clients has unique requirements, the one-on-one, customized case design process employed by The Nautilus Group team is tailored to each client’s situation, thereby providing solutions for achieving individual planning goals.