Securing a lifetime of work for you and your family. Estate plan review and sophisticated wealth transfer solutions.
Personalized Partnership
2nd opinion Estate Plan Review
65+ Years of Experience
Helping Families to connect Wealth with Purpose
Cross-Border Expertise
USA-Canada and select Foreign Nationals
Wealth Transfer Solutions – The perfect blend of “Art and Science”.
The “Art” of a family legacy is about your vision, values, and aspirations cultivated over a lifetime, an enduring blueprint for your legacy.
The “Science” is the disciplined mechanics of our designs. We work in concert with your investment, CPA, legal team, integrating our sophisticated estate planning and insurance strategies that transform your vision into reality.
How brilliant can your estate plan or investment decision be if it’s out of sync with the rest of your comprehensive objectives? Professionals working in concert ensure your ultimate success.
Delp & Company provides a perfect alchemy of estate planning architecture with wealth transfer design solutions. Our design solutions have allowed us to efficiently transfer billions of dollars to the generations of today and tomorrow.
Billions of legacy dollars transferred to multiple generations.
Eliminate taxes. Maximize transfer of wealth.
Protection from creditors, predators, and failed family marriages.
Founded 65 years ago in Toledo, Ohio, Delp & Company has earned a national reputation for excellence, advising families with unparalleled design solutions. Our focus is high-net-worth families, their estate plans and sophisticated tax-advantaged wealth transfer solutions.
Estate Plan Review
More Wealth Transferred. More Legacy.
Eliminate Taxes.
Unmatched Rates of Return
Protection from creditors, predators and failed family marriages.
Facilitates lasting family legacy for your parents
Ensures more wealth reaches grandchildren
Enables recognition for your parents during their lifetime for charitable gifting
Protection from unforeseen events
Best-in-class designing with unmatched rates of return
Sophisticated tax advantaged design flexibility
Stability of large U.S. and Canadian insurance carriers
Select Foreign Nationals
My husband and I were looking for a better way to make sure our life’s work was protected. Our legacy is important to us, and we wanted to make it lasting. The Delp team gave us solution options we had not seen before. Well done!
BG – Miami, Florida
The professionalism of Brad and Bob's team is great. Hands-on.
EC – Boca Raton, Florida
Have bought several insurance policies over the years, a couple we did not even remember. They helped us review them to today. Solution we had no idea of.
Client – Palm Beach, Florida
A friend referred us, they are quite detailed and unlike any proposals we'd seen. Nothing cookie cutter. The trust structure recommendation was a bonus we hadn't expected. Nothing cookie cutter here.
NP – Denver, Colorado
What stood out was how collaborative, responsive, and truly knowledgeable the team was. It felt like a true partnership.
Client – Ohio
Brad gave us a second opinion 7 years ago and told us we were in good shape. When things changed, we returned. They built a flexible plan to transfer our wealth to our children on our own time schedule.
JD – Scottsdale, Arizona
We’ve been working with Brad and his team for decades. Terrific.
Client – Maumee, Ohio
32 year clients, and I’m receiving the benefits today from plans we put in place years ago. Our efforts have paid off as promised.
Client – Largo, Florida
Two years ago, underwriting was overwhelming, and my wife and I just stopped. After that we were referred to Bob. Their team knows how to navigate underwriting for sure. They were adept in interfacing with the carriers to get us a rating we did not think we could get.
DS – Del Mar, California
As Canadians, our Cross Border estate situation is complex. The tools and insurance solutions Brad and Bob brought us were a game-changer for our family. We did not know that these options existed in moving our wealth to our children.
BM – Ontario, Canada
At its core, we view our wealth transfer solutions as an Investment Rate of Return (IRR) decision, integrated inside protective trusts.
Negotiate and manage the underwriting process
Maximize rates of return while eliminating taxes
Perpetually protect clients from unforeseen risks
“Dollar for dollar, the efficiency of life insurance in wealth transfer planning is unmatched, when structured properly.”
Why do I need an estate plan?
How can I protect my estate from changing tax laws?
How do I maximize the wealth passed to the next generation?
What is a sophisticated wealth transfer plan and why do I need one?
How do I ensure all my children are treated fairly?
Can my assets generate income for my heirs now without triggering large taxes?