Schechter

Overview

Schechter Wealth provides life insurance portfolio management, wealth and estate planning, private placement life insurance, philanthropic planning, income and estate tax strategies, premium financing, and business succession planning.¹

History

Schechter states that its name has represented advanced insurance expertise since 1939. The firm describes itself as a fourth-generation family business that has advised high-net-worth families for more than 85 years.²

Leadership

Marc Schechter is CEO. Kevin Giganti is Director of Insurance Operations and Chief Technology Officer. Jordan Smith, JD, LL.M, is Vice President of Advanced Design, and Katie Coeyman, JD, LL.M, is a Tax and Estate Planning Attorney.³

Schechter’s multidisciplinary team includes attorneys, tax and estate specialists, CFA charterholders, CLU professionals, underwriters, case designers, and client service professionals.³

Services

The firm’s life insurance work addresses liquidity creation, estate equalization, income tax efficiency, and multigenerational wealth transfer.¹

Schechter provides premium financing that includes lender sourcing, collateral structuring, interest-rate sensitivity analysis, stress testing, annual policy and loan reviews, and exit-strategy planning.²

Its business succession services include life and disability insurance funded buy-sell agreements and key-person coverage for owners, founders, and other critical executives.²

Schechter also works with estate attorneys, CPAs, and financial advisors to integrate insurance strategies into broader financial and estate plans.²

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Philanthropy
• Risk and insurance
• Business owner services

Client Focus

Schechter serves high-net-worth families and focuses on long-term legacy plans, wealth transfer, estate liquidity, business succession, and multigenerational planning.¹

Approach

The firm’s process begins with discovery and alignment, followed by strategic design, market intelligence and underwriting, competitive structuring, strategy presentation, implementation, and ongoing review and optimization.²

Schechter says it is independent of insurance carriers and accesses dozens of highly rated carriers. Its policy reviews may restructure, replace, or repurpose existing coverage.²

Registration and Advisory Services

Schechter Investment Advisors, LLC’s 2025 Form CRS states that the firm is registered with the Securities and Exchange Commission and provides financial planning and portfolio management services.⁴

FAQs

Related resources

• LocationMultifamily offices in Michigan

  Families in Michigan can use this regional list to compare offices serving complex wealth needs. It may help a reader consider whether services such as investment management, tax planning, insurance, estate planning, and business owner advice fit the needs of a family or closely held company.

• Network siteEstatePlanner.com

  EstatePlanner.com offers plain language guides on wills, trusts, and related decisions. A business owner or family reviewing Schechter Wealth's estate, tax, and wealth transfer services can use these materials to identify questions about beneficiaries, trustees, charitable giving, and legacy goals before an introductory conversation.

• GuideHow to choose a multifamily office

  This guide outlines questions for evaluating a multifamily office, including client fit, service scope, fees, and communication. Those points can help a wealthy family or business owner compare investment, philanthropy, risk management, and succession support with the priorities of a multigenerational plan.

• GuideData privacy and security with an MFO

  Privacy and security deserve attention when a family shares financial, insurance, tax, and estate information with an outside office. This resource lists topics to raise about data access, storage, vendors, and incident response, helping readers prepare practical questions for any prospective adviser.

• Similar firmsAcropolis Capital Partners
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  Profiles of Acropolis Capital Partners, Allium Financial Advisors, LLC, and Alpha Capital Family Office, LLC provide additional points of comparison on this site. Reviewing their stated services and client focus can help families and business owners clarify which capabilities matter for investments, taxes, philanthropy, insurance, and succession.

Sources

1. Schechter Wealth
2. Schechter Wealth Approach
3. Schechter Wealth Team
4. Schechter Investment Advisors, LLC 2025 Form CRS

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.