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Schechter

Financial Services

Specialities :
Investment advisory services
Advanced life insurance design
Life insurance portfolio design
Wealth transfer
Charitable planning

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
51 - 200
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
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Frequently Asked Questions About Schechter

What does Schechter do?+

Schechter is a third-generation financial services firm based in Birmingham, MI. We advise wealthy families on financial matters, including institutional quality investment management, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable giving. As an independent firm, we are not beholden to any bank or advisory platform. We pick investment opportunities that we believe can help our high-net-worth clients obtain their long-term goals. We have a team of investment specialists, estate planning attorneys, tax experts and financial planners based across the country

What are Schechter's specialties? +

Investment advisory services,advanced life insurance design,life insurance portfolio design,wealth transfer,charitable planning,retirement planning,business succession planning,executive benefits,private placement life insurance,premium finance,private capital,and estate planning

What is Schechter's industry? +

Schechter operates in the Financial services industry.

What is Schechter's revenue? +

Schechter's revenue is 11m - 100m

What is Schechter's company size? +

Schechter has 51 - 200 employees.

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