We are a service of New York Life, maintaining a national resource center in Dallas, Texas, for the exclusive use of our 226 members nationwide. With more than 40 staff members, our professionals in accounting, law, insurance and finance create plan options to be evaluated by our members, their clients and their legal & tax advisors.

Our work revolves around three objectives

common to estate conservation and business succession...

, to maximize the value of your assets

, to manage risk

, to pass on the results of your life's work

Neither the staff nor the members of The Nautilus Group may offer legal, tax or accounting advice. Our role is to educate and motivate clients and their advisors in addressing critical planning issues.