Overview
Our mission is to offer our relationships innovative, advanced, and creative solutions to complex situations that meet the needs of the institutional, corporate, executive, and ultra-affluent clientele.
Our mission is to offer our relationships innovative, advanced, and creative solutions to complex situations that meet the needs of the institutional, corporate, executive, and ultra-affluent clientele.
Leadership
Sean P. Hesch is the CEO and Founder of Broadstone Global Wealth Services. Over the past twenty years, his consultative process allows for non-product driven strategies that benefit his relationships, select colleagues, and CPAs.
He and his team are current resources and provides services for; Family Offices, A++ Rated Life Insurance carrier, BGAs, Estate Planning Attorneys, RIAs, Accounting Firms, Wealth Managers, Financial Advisors, and Insurance Producers.
Sean’s comprehensive in-depth knowledge allows one to coordinate the clients’ personal and corporate objectives in the most efficient manner. On a wealth preservation basis, Sean and his team help their relationships structure clients’ estate to minimize tax liabilities and maximize estate preservation for future generations by using strategies to minimize income, estate, gift, and generation-skipping taxes.
Sean P. Hesch is the CEO and Founder of Broadstone Global Wealth Services. Over the past twenty years, his consultative process allows for non-product driven strategies that benefit his relationships, select colleagues, and CPAs.
He and his team are current resources and provides services for; Family Offices, A++ Rated Life Insurance carrier, BGAs, Estate Planning Attorneys, RIAs, Accounting Firms, Wealth Managers, Financial Advisors, and Insurance Producers.
Sean’s comprehensive in-depth knowledge allows one to coordinate the clients’ personal and corporate objectives in the most efficient manner. On a wealth preservation basis, Sean and his team help their relationships structure clients’ estate to minimize tax liabilities and maximize estate preservation for future generations by using strategies to minimize income, estate, gift, and generation-skipping taxes.
Our Partners
Through BGWS, our partners are an established network of national and international advanced planning specialists with expertise in the legal, tax, and international risk management fields. This collaboration enables our relationships to care for their clientele and enhance the benefit they bring for each client.
Beyond assisting with specific client needs, BGWS also serves as a resource and educational platform to keep this network up to speed on the various life insurance related structures and changes in the industry.
The current network of elite industry leading specialists enables our relationships to assist the corporations and families we all serve.
Through BGWS, our partners are an established network of national and international advanced planning specialists with expertise in the legal, tax, and international risk management fields. This collaboration enables our relationships to care for their clientele and enhance the benefit they bring for each client.
Beyond assisting with specific client needs, BGWS also serves as a resource and educational platform to keep this network up to speed on the various life insurance related structures and changes in the industry.
The current network of elite industry leading specialists enables our relationships to assist the corporations and families we all serve.
Carriers
We provide direct carrier access with the world's largest insurance and re-insurance carriers. Some of the U.S. carriers include;
- Prudential, John Hancock, Lincoln National, Principal, New York Life, Pacific Life, Mass Mutual, Guardian, Zurich, Nationwide, AIG, Munich RE...among many others.
We provide direct carrier access with the world's largest insurance and re-insurance carriers. Some of the U.S. carriers include;
- Prudential, John Hancock, Lincoln National, Principal, New York Life, Pacific Life, Mass Mutual, Guardian, Zurich, Nationwide, AIG, Munich RE...among many others.