Start Date: 11/18/2025 12:00 PM EST
End Date: 11/18/2025 1:00 PM EST
Location:
United States
Organization Name:
Private Risk Management Association
Contact:
The PRMA Pennsylvania Chapter Presents: Innovative Wealth Transfer Strategies for High-Net-Worth Clients
Discover new ways to help your high-net-worth clients protect liquidity and maximize wealth transfer. Colin Steinberg, Institutional Architects, will share proven strategies and innovative approaches that integrate leverage with estate planning to enhance client outcomes and business growth.
This webinar is open to all PRMA members and non-members—bring your COIs and join us for an insightful session designed to strengthen your advisory relationships and expand your professional toolkit.
Our esteemed speaker, Colin Steinberg, specializes in executive compensation, tax-efficient retirement planning, and generational wealth transfer. He partners with both organizations and individual executives to design and implement strategies that align leadership goals with long-term financial efficiency.
Colin’s recent work includes restructuring the insurance program of a billion-dollar public relations firm—unlocking over $40 million in cash flow—guiding a private equity firm through a succession plan and retiree buyout, and designing a custom partner retention strategy that avoided diluting ownership through carried interest.
He holds dual degrees in Economics and Communications from the University of Wisconsin, equipping him with a strong foundation in financial analysis and strategic communication
We hope you can join us!
