Boulevard Insurance Strategies Logo
Boulevard Insurance Strategies is a boutique strategic planning partner providing bespoke institutional insurance solutions for ultra-wealthy individuals and families. The firm is disrupting the RIA advice ecosystem with new approaches to pricing, leveraging and investing through insurance, enabling RIA's to bring their clients some of the most advanced ideas on the market.

Rather than partner with an existing agency, the firm built its own Brokerage General Agency from the ground up to create an open architecture platform to independently solve clients needs with the greatest flexibility. The firm advises on a variety of strategies across term, permanent and private placement product sets.
Industry Role:
ServiceProvider
Service/Specialty:
RIAWealthAdvisor
Consultant
MultiFamilyOffice
InsuranceCompany
FinancialPlanner
Investment Types Serviced:
HedgeFund
PrivateEquity
# Location Address
1. Beverly Hills, California, US 9465 Wilshire Blvd, Beverly Hills, CA 90212, USA - Suite 840
# Contact Info Location
1.
Miles Stackpool
Business Development
                                                                Miles role at Boulevard is to actively target new client opportunities and business partnerships for the Family Wealth and Insurance Solutions divisions. Miles has over 15 years of experience in Fi...
                                                 
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    Beverly Hills, California, US
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