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Higginbotham Joins Forces With Monarch Solutions Inc. to Expand High-Net-Worth Client Services
Monarch Solutions enhances Higginbotham’s life insurance and financial services, targeting tax savings and estate liquidity for high-net-worth clients, supporting long-term growth.
- Higginbotham announced it has teamed up with Monarch Solutions to deliver insurance-related tax and estate strategies for high-net-worth clients, with Kevin Klaas joining as Managing Director.
- Monarch's specialized focus explains the deal, as Monarch Solutions Inc. promotes estate liquidity and wealth transfer, complementing client financial teams.
- Higginbotham said the teams will gain operational horsepower, with Higginbotham Day Two Services providing ongoing client support, as Ann Marie Coyle stated.
- The partnership expands Higginbotham's service offerings for wealthier clients by adding insurance-related strategies for tax savings and estate liquidity, supporting organic growth, Higginbotham leadership said.
- Higginbotham, an employee-owned firm ranked 18th in 2025, says its values-driven culture guides partner alignment and supports its long-term organic growth strategy.
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