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Key people at Financial Architects Partners.
Financial Architects Partners is a Boston, Massachusetts-based advisory firm that evaluates, designs, and manages large life insurance portfolios for ultra-affluent families and family offices. As of 2020, the organization manages over $20 billion in life insurance assets across more than 425 families, representing significant growth from its previous benchmark of $6 billion for 225 families. The firm focuses on trust-owned life insurance, estate planning, gift optimization, and strategic philanthropy by collaborating with top tax, investment, and legal advisors. Operating as a specialized unit within global insurance broker NFP, the firm expanded its national footprint by opening a Minneapolis office led by Jon Christie, alongside managing directors David Freeley and Jeff Ostrum. Financial Architects Partners was co-founded by managing director David Carroll, though its exact founding year remains undisclosed prior to its 2005 corporate acquisition.
Key people at Financial Architects Partners.
Financial Architects Partners is a specialized life‑insurance advisory and portfolio management firm that builds and manages large, trust‑owned life insurance portfolios for ultra‑affluent families and family offices, and was consolidated into NFP’s life insurance business in 2020.[2][1]
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