Guiding organizations and individuals through complex financial decisions with clarity, discipline and strategic frameworks that drive lasting results

Strategic Executive Benefits

Institutional Architects is a premier executive benefits consulting firm, delivering sophisticated deferred compensation and retirement solutions to companies across the globe

Institutional Investments

Institutional Architects designs institutional investment programs that focus on tax efficiency, reserving optimization and supporting long-term asset and liability objectives often via the utilization of a life insurance vehicle

Business Succession

Planning & Valuation

Institutional Architects provides strategic consulting services that empower business owners to preserve value, ensure continuity and plan for future transitions with confidence

Private Wealth Solutions

Institutional Architects offers high-net-worth individuals personalized wealth strategies that safeguard assets, minimize taxes and support long-term estate, retirement, and legacy planning