Life Insurance Solutions for the Wealth You’ve Built.
VOSS designs insurance and benefits for founders, executives, and families.
Then we coordinate with your CPA, estate attorney, and wealth advisor so the plan actually gets implemented, funded, and kept current.
Built for high-stakes planning
$1B+
In insurance and benefits structures implemented globally
200+
Joint planning meetings with CPAs and estate attorneys
Independent and carrier-agnostic
Ongoing monitoring & in-force review, not “set it and forget it”
If any of these are true, you’re in the right place.
What VOSS actually does
Most advisors do excellent work in their lane. The problem is the space between lanes.
A CPA can model exposure without creating liquidity.
An estate attorney can draft trusts that fail if they aren’t funded properly.
A benefits consultant can improve plans without tying them to retention economics.
An insurance broker can place a policy without aligning it to the overall structure.
VOSS closes the gap.
We diagnose the risk, design the structure, coordinate implementation with your advisors, and stay involved so it keeps working.
Clients come to VOSS when the numbers are too large and the consequences are too real for a product conversation.
- A founder preparing for a nine-figure sale needed a coordinated strategy to reduce avoidable tax exposure and ensure liquidity was available later without forced sales.
- Working with the client’s CPA and estate attorney, we integrated charitable planning, trust design, and properly owned insurance so the structure matched the plan.
The point wasn’t to “buy insurance.”
It was to protect the outcome.
The Three Stages of Wealth
Every founder, executive, and family we work with is in one of three stages. Each stage has a predictable blind spot. The fastest way to waste money is to use the wrong solution for the stage you are in.
Every founder, executive, and family we work with is in one of three stages. Each stage has a predictable blind spot. The fastest way to waste money is to use the wrong solution for the stage you are in.
Answer these questions. We’ll identify your stage, the blind spots that typically appear there, and the next steps that matter most.
How We Work
Most of our work centers on life insurance and benefits design, built around your existing planning and coordinated with your CPA, estate attorney, and wealth advisor.`
Discovery
We learn what you have built, what you are protecting, and who is on your advisory team.
Analysis & Design
We quantify the risk, identify gaps, and model life insurance and benefits options.
Implementation
We manage underwriting, ownership structure, funding mechanics, and integration with existing legal and tax planning.
Ongoing Review
Plans drift. Laws change. Businesses grow. We stay involved so the structure stays aligned with reality.