Strategic Partnerships

Pomfret works closely through strategic professional partnerships with accountants, estate attorneys, family offices, and wealth managers.

Pomfret Financials
Attorneys

Attorneys

We develop solutions that complement sophisticated estate planning structures 

Family Offices

Family Offices

Our plans create solutions to protect & preserve multi-generational wealth.

Accountants

Accountants

Our tax efficient protection & accumulation plans help address current & future tax liabilities.

Wealth Managers & Fee Only Advisors

Wealth Managers & Fee Only Advisors

Our programs compliment & strengthen existing asset accumulation plans created by wealth managers & fee only advisors.