Brian McNally
Managing Director, Estate and Business Planning Specialist at First Republic
Based in Boston, United States
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Seniority
C-Team
Department
Finance & Accounting
Location
Boston
Industry
Financial Services
Company size
1.5K
Contact information
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b•••••••@firstrepublic.com
Phone
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Background
About Brian McNally
For 38 years I have focused on life insurance programs for individuals, families and business owners. We collaborate with a client’s team of lawyers, tax accountants, investment managers and family office advisors to design and implement life insurance programs. In addition, we coordinate our client's insurance portfolio with their estate plan and shareholder agreements for business owners.
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