Call: 203-637-6655  or email – Kyle Shepard

Executive Office Table

Significant generational success creates a need for structure and organization in providing the needed resources to the extended Family in leveraging the responsibilities and opportunities of that success for current and future generations.

Identifying exposures and the appropriate platform of insurance for the full family through a Family office will backstop that success for the future generations.

Each family member has their own risk dynamics, let Steve help you protect each generation of your family properly



what we offer
Personal Assessment

At Shepard, 40 years of working with high achieving clients has built a level of expertise critical in meeting client needs. We know the responsibility of success and have built a platform to manage the risks that come with it.

Life Insurance

Achieving and maintaining financial security for your family is a lifetime effort. Implementing a well-designed Life Insurance program will provide the guarantees that are critical to that security.

The Shepard Team

Forty years in the insurance business has built a team of experts who are fluent in today’s coverage options and how to best tailor them to the individual needs of each client.