Published 1 day ago • loading... • Updated 1 day ago

Higginbotham Joins Forces With Monarch Solutions Inc. to Expand High-Net-Worth Client Services

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.

Insights by Ground AI