Brandon AvergonPresident at Rampart Consulting GroupSpeaker
Profile
Brandon Avergon is the President and a co-founder of the Rampart Consulting Group. Mr. Avergon is a Chartered Alternative Investment Analyst (CAIA) that has spent over a decade serving High Net Worth and Ultra High Net Worth Individuals and families in investment and financial planning services. His quotes have been published in TaxNotes, Forbes, and he has been a keynote speaker at multiple conferences and masterclasses.
Mr. Avergon’s focus is to counsel individuals, families, and family offices regarding domestic and international wealth planning and risk management. He is an expert in the use of Private Placement Life Insurance (PPLI) and its complementary structures.
Prior to leading Rampart, Mr. Avergon was a Vice President for the Rockefeller Global Family Office focusing on all aspects of Rockefeller's Bostwick Walters Group(formerly Spearhead) ultra-high net worth families’ and family offices’ wealth management and risk management needs.
Mr. Avergon lives with his wife and daughter in the Boston area and enjoys spending time outdoors and charitable work with local organizations, including the Boys and Girls Clubs of America.
Agenda Sessions
Structuring a PPLI/VA policy: case studies
, 2:45pmView Session