The Nautilus Group®

Nautilus Member Agents are a carefully selected group of industry professionals who work with affluent families and business owners on estate, business and charitable planning objectives.

Working hand in hand with the in-house team of professionals, Member Agents can provide their clients with state-of-the-art planning strategies and customized case analyses designed to enable clients to meet their goals.

The Nautilus Group® provides a range of consultative services and technical case design to support its Member Agents 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



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