Palmer, William Agt

International Planning Group (IPG), based in Wellesley Hills, MA, is a global leader in wealth preservation, protection, and transfer, boasting over 40 years of industry experience and more than $50 billion in client coverage. The firm specializes in custom client solutions, leveraging extensive expertise in tax, law, banking, and fiduciary services to address the complexities of high-net-worth life insurance and asset management. With a robust platform that spans over 70 markets, IPG collaborates with more than 100 esteemed professional organizations, including private banks and family offices, to provide tailored advice and strategies. Their history of innovation in the financial services sector ensures clients benefit from effective wealth management solutions aimed at mitigating risk and securing future generations' assets. Generated from the website

The Baker Companies, located in Wellesley Hills, MA, is a firm specializing in employee benefit plan needs assessment, design, and implementation services for business clients. Their office on Walnut Street serves as a hub for providing comprehensive solutions tailored to meet the needs of each client. With a focus on enhancing employee benefits packages, The Baker Companies offers expertise in designing and implementing customized plans to support businesses in effectively managing their workforce. Clients can rely on their experienced team to navigate the complexities of benefit planning with a tailored approach. Generated from their available business information

With over 30 years of experience, International Planning Group, based in Wellesley Hills, MA, is a leading developer of life insurance-based wealth structuring and transfer planning solutions in the United States. Known as IPG, the company specializes in creating multifaceted solutions to address complex global estate and business planning needs. Operating in Boston, Miami, Singapore, Hong Kong, and Geneva, IPG focuses on wealth accumulation, liquidity generation, and business planning solutions. They work with a diverse clientele including private banks, investment managers, accounting firms, law firms, and insurance carriers to design, implement, fund, and administer insurance plans. Generated from their available business information