Adam Sendzischew specializes in solving the unique puzzles faced by the world’s most successful families. With a focus on ultra-high-net-worth wealth transfer, Adam integrates complex life insurance concepts and private placement into holistic estate plans. His work is about more than mitigating risk; it is about enhancing the architecture of wealth to help ensure it remains a force for good for the family and the community. Adam sits on the boards of the University of Miami’s Citizen’s Board and the Estate Planning Council of Greater Miami.

A graduate of the University of Miami (Top 2%) with an MBA in Finance, Adam holds a rare combination of designations that allow him to collaborate seamlessly with a client’s legal and tax advisors, including:

• • CERTIFIED FINANCIAL PLANNER®
  • Chartered Life Underwriter (CLU®)
  • Accredited Wealth Management Advisor (AWMA®)
  • Accredited Asset Management Specialist Advisor (AAMS®)
  • TEP from the Society of Trust and Estate Professionals
  • Certified Exit Planning Advisor (CEPA)

Adam’s approach is defined by a global perspective and an unwavering commitment to values-driven planning. Recognized by Forbes/SHOOK as a Top Financial Security Professional, Adam bridges the gap between sophisticated financial engineering and the human element of legacy.

CA Insurance License #0G10478

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.