About Our Clients

Many of the nation’s largest law firms, accounting firms, business management firms and banks also rely on us to provide cutting-edge ideas for their clients. Our combination of professional experience, in-depth knowledge and access to superior products from many carriers enables us to earn the confidence of families and advisors throughout the country. Many of our clients have been with us for over 30 years.

Clients and advisors who come to Gilbert-Krupin want honesty, integrity, experience, value, impartial advice, and superior industry knowledge.  We take pride in and derive great professional satisfaction from the plans we have implemented in conjunction with our client’s legal, financial and tax advisors. Our superior experience in insurance is undeniable, and our commitment to client care is unparalleled.

At Gilbert-Krupin, we design innovative strategic plans to help retain and enhance wealth that are exclusive to each client’s individual needs.  Many of our new clients come to us with insurance already in hand.  We provide complimentary audits and analyses of their policies, with the goal of offering savings and/or better features.  We also find strategies to help address the challenges they may face in planning for their financial futures.

Beyond our work with individual clients, we work within the wealth management industry to assure new insurance products and services best fit the needs of high net worth families.  We sit on several insurance product development committees as advocates for the clients for whom these products are meant to serve.   We also maintain strong relationships with leading estate planning attorneys, financial planners and business managers to assure new products fit well into overall high net worth wealth management plans.

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