The Ross Companies is an independent advisory firm providing strategic guidance to senior management, corporate boards and high net worth individuals and families.
Specialty Consulting
Senior Management Compensation
Individual Programs for Business & Estate Planning
Group Health and Benefits
Retirement Plans and Actuarial Services
Individual Programs for Executives, Business and Estate Planning

  • For businesses and partnerships, including law and accounting firms, we advise on the use of life insurance to provide liquidity in the event of death so that assets and investments may be sold at an appropriate or favorable time
  • For executives we design life, disability and long term care insurance programs to protect both income and capital
  • For families, we consider appropriate tax saving techniques, such as grantor retained annuity trusts, charitable trusts, non-taxable and leveraged gift strategies
  • For all clients we evaluate alternative life insurance arrangements and their tax consequences to determine optimal actions to follow
  • We provide analysis, commentary and brokerage assistance to Trust Companies and Family Offices. We evaluate the structure, pricing and performance of multigenerational life insurance programs

Below is a schematic of the scope of a representative engagement for owners of closely-held businesses.
The Ross Companies | 277 Park Avenue, 44th Floor | New York, New York 10172 | Office: (212) 397-2314 | Fax: (212) 315-4274
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