Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) with 22 years of experience in estate planning and wealth transfer strategies. He specializes in using life insurance products as tax-efficient investment vehicles for high-net-worth families.
Charles Davenport is a distinguished financial strategist who has dedicated over two decades to integrating insurance products into comprehensive wealth management plans. A former senior advisor at a top-tier private bank, he holds advanced designations in trust and estate planning. Charles possesses deep technical knowledge of tax codes, irrevocable trusts (ILITs), and annuity structures, helping clients navigate the complex intersection of law and finance. His writing addresses the sophisticated needs of families looking to secure generational wealth, explaining how to leverage whole life policies and avoid common beneficiary pitfalls. He advocates for a holistic approach where insurance is a pillar of financial security, not just a safety net.