Member Agents
An elite group of industry leaders with exclusive access to our in-house team of planning professionals.
Nautilus Member Agents are a carefully selected group of approximately 200 successful industry professionals from across the country who work with ultra affluent and high net worth families and business owners to help them achieve their estate, business and charitable planning objectives.
Working hand in hand with our in-house team of legally trained professionals, accountants and financial service professionals, Member Agents can provide their clients with state-of-the-art planning strategies and customized case analyses in these key areas:
- Personal financial security – Knowing you can keep the lifestyle you choose for yourself and your family
- Asset protection – Protecting your assets from creditors and changing family situations
- Asset shifting – Minimizing or eliminating estate and income taxes, moving growth on your assets outside your taxable estate while maintaining a degree of control
- Estate equalization – Planning your estate to treat family members equitably
- Business exit planning – Helping you plan to exit your business through sale or income continuation
- Charitable legacy planning – Leaving a legacy while benefitting your community and your world
Selected Member Agents of The Nautilus Group are also affiliated as financial advisers with Eagle Strategies LLC, a Registered Investment Adviser. Although Nautilus does not provide financial planning or investment advice, Nautilus Member Agents who are Investment Adviser Representatives with Eagle may give investment advice and provide financial planning services.
