RA Bench helps both institutional and private clients construct and manage tax-optimized portfolios while taking each client’s unique circumstances and requirements into account.
• We deal in multigenerational transfer issues for families; multi-level management and equity transactions for business succession; and help corporate clients manage cash flow, GAAP and SEC reporting requirements, and the economics of financing long-term employee benefit expense, stock repurchase obligations and other types of emerging liabilities.
• We manage and report on investment assets including public securities, hedge funds, private equity and real estate holdings, as well as complex intangibles like life insurance and annuity contracts.
• We compile and provide comprehensive and timely accounting and other reports to facilitate tax and regulatory reporting.
• We also provide individual planning and investment advisory services for senior executives of client firms.
Risk Management
RA Bench constructs and manages the bidding process for hedging structures and products. Our independence assures the client of best pricing and execution.
• We work with both equity and fixed income risk management issues.
• We structure and execute private placements of life insurance policies and annuities.
• RA Bench provides comprehensive brokerage and contract management services for all forms of life, disability and long term care insurance in both private and intuitional settings.
• We have global experience in the underwriting and placement of the life and health insurance products.
• We maintain the resources necessary to manage the contracts post-sale – this is a capability few insurance firms possess.
