Tailored Strategies and a Unique Approach
Tennyson Capital Partners was founded to provide tailored estate and distribution options for high net worth individuals, families and business owners across the country. In working directly with clients and/or their financial advisors, TCP creates tailored strategies using a unique approach involving life insurance and leverage from our lender network.
Our strategies focus on the following:
- Potentially creating significant tax efficient income in retirement:
By using unique insurance contracts, coupled with leverage from qualified lenders, TCP can create a tax advantaged income stream to help augment retirement income from traditional retirement savings.
- Uncorrelating assets from the overall market:
Wealth Accumulation goes hand in hand with wealth preservation. We offer a great compliment to other more traditional strategies. While traditional investments offer much needed value, avoiding the downside of the stock market can add significant value to your asset accumulation story.
- Legacy Planning:
Although end – of – life issues are difficult to discuss, legacy planning is an essential part of a family’s wealth management resources. A legacy plan helps the continuity of not just your wealth, but also serves to preserve and grow the things money can’t buy: values, ideals and integrity.
- Estate Equalization:
Estate equalization is a term that refers to the many challenges families have developing a plan that satisfies a client’s wish to pass along specific assets to certain individuals. This important planning aspect assures each family beneficiary is treated fairly and equitably.
Through the creation of The Leveraged Distribution Strategy®, our unique approach helps clients work toward meeting their goals and objectives with often significantly less capital out lay.