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Natalie S. Oh, President

Natalie S. Oh, President

Natalie helps High-Net-Worth ("HNW") clients protect their legacy for future generations. 

Key Questions -

  • Do you want to create or continue your family’s legacy?
  • Do you want to pass on as much of your wealth to future generations as possible?
  • Do you have a taxable estate or will you have one as of 2026? 
  • Do you own a business, property or other ill-liquid assets?

Our Clients

We work with entrepreneurs, corporate executives, and other HNW individuals and familes.

Entrepreneurs &#38; Executives<br/>&#160; <br/>Buy-Sell, Key-Person Benefits

Entrepreneurs & Executives
Buy-Sell, Key-Person Benefits

Buy-sell, key-person benefits

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Peak Career Professionals<br/><br/>Life, Disability, LTC<br/>

Peak Career Professionals

Life, Disability, LTC

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Pre-Retirees &#38; Retirees<br/><br/>Annuities &#38; Long-term Care Solutions

Pre-Retirees & Retirees

Annuities & Long-term Care Solutions

long-term care solutions

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High-Net Worth<br/><br/>Wealth transfer, asset protection, dynasty preservation

High-Net Worth

Wealth transfer, asset protection, dynasty preservation

Wealth transfer, asset protection, dynasty preservation

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Money & The Perils of Dementia

Watch a Zoom Presentation

at the Commonwealth Club

in San Francisco regarding

the signs of diminishing

capacity and money.

Learn more

Schedule A Consultation

If you believe you could benefit from working with an insurance advisor, let's discuss what your objectives are for you and your family and see if we're a match to work together.

Make an Appointment

Our Services

When was the last time you sat down and had a frank conversation about your legacy?

Our Three Step Process




We’ll begin by discovering your goals for protecting your family, transferring wealth to future generations or creating a legacy.




In light of your goals, we will review your existing insurance portfolio and present alternative options as appropriate.




We will underwrite new coverage with the best carriers in the market and provide aggressive advocacy on your behalf.  Once coverage is placed, we will conduct annual or bi-annual reviews.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your long and short-term plans for protecting your assets and understand your philanthropic goals, if any.

Speak with an Expert

Let’s begin the conversation. Submit this form to schedule an initial conversation. 

Thank you!