This elite, entrepreneurial firm specializes in and is highly regarded for its experience and expertise in:

  • Business Succession Planning
  • Estate Planning/Wealth Transfer
  • Corporate Insurance Strategies
  • Personal Insurance Strategies
  • Charitable Planning/Sustaining Legacies

The underlying strength of Westbury’s team is to serve as a catalyst in order for their clients to crystallize their thinking and clarify their objectives. This enables the Westbury team to collaborate and deliver practical, creative, thoughtful techniques and solutions. Westbury Enterprises works extensively with each client’s professional advisers to achieve the best possible results.

In addition to its own resources, Westbury Enterprises has access to an innovative range of products, comprehensive services, and leading edge technical knowledge through its affiliation with the nation’s most prominent insurance companies.