Innovative Solutions Incorporating Legal Strategies & Insurance - 26 August 2020

Speaker: Robert W. Larsen, The Rushmore Group

Bob began his career in the financial services industry in 1965 with the New York Life Insurance Company. In 1967 Bob entered the management ranks of the company and by 1975 had, as General Manager of his agency, led that agency to the top position company-wide. In 1981, Bob resigned from New York Life and formed the consulting company The Rushmore Group Inc. Based in Newport Beach, California, The Rushmore Group was organized to assist corporate owners and high-net-worth individuals protect their corporate assets and maximize the value of tax strategies using well-proven but not openly known techniques and strategies.

The Rushmore Group research team spends more than twenty-five percent of its time strategizing with men and women across the country with the brightest legal and accounting minds to analyze and understand how to use unique ideas to realize our clients’ dreams. As a result of the high-level professional relationships and membership in the London-based Society of Trust and Estate Practitioners, also known as T.E.P., the Rushmore Group team, led by Bob, displays a seasoned understanding of the needs of high-net-worth individuals and successful business owners and the strategies that can change the outcome of their life’s work. Bob places a special emphasis on the simplification of complex concepts as they relate to business, family and personal client goals.

Bob has authored and co-authored many publications, such as the article published in the prestigious “Journal of Taxation”, and is frequently asked to speak at national industry events and education seminars for accountants, lawyers and community business leaders. The Rushmore Group’s high-net-worth clientele reflects our level of expertise and respect and reads like “Who’s Who” in the business and professional communities.