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Up Next: Cory Speaks at the Accredited Investors Virtual Expo May 27th.

THURSDAY, MAY 27, 2021 – 4:30 PM TO 5:10 PM EDTTAX STRATEGIES TO PROTECT WEALTH FROM PENDING TAX REFORM: SPRING UPDATEFocus: TAXES The pending changes in tax policy continue to evolve. Some of the proposals are very aggressive and are likely to impact not only investing, but your estate plan as well. Learn which provisions are…

Welcome to Grant Partners!

PRESS RELEASE – 2021 brings new opportunities and a renewed focus on doing what we do best; providing independent, relevant expert advice on life insurance design and funding for families, businesses and Nonprofit organizations. For over 25 years, Founder and Principal Cory C. Grant JD has led teams and organizations in helping Americas wealthiest families…

Annual Nonprofit Governance Symposium

The purpose of the Annual Nonprofit Governance Symposium is to highlight current best practices, lessons learned from the field, and trends in effective nonprofit and philanthropic board leadership, as well as board recruitment and retention. Cory was pleased to be included as a speaker with the impact video: Best Practices in Executive Compensation for Nonprofit…


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