AboveBoard Private Client Insurance
AboveBoard offers uniquely high-caliber insurance solutions for high net worth individuals, families and executive teams.
From optimizing wealth accumulation to preserving your legacy, we deliver personalized, tax-efficient strategies for lasting impact.
How we're different
At AboveBoard Financial, our DNA is different.
Analytical rigor: Our obsession with institutional-grade analytics is rooted in our founder's background as an investment banker and hedge fund investor at Goldman Sachs. We craft thoughtful insurance strategies backed by deep financial expertise, not sales tactics.
Client-first commitment: We're not just insurance experts—we’re your advocates. As an independent brokerage with access to over 30 carriers, we work tirelessly to secure the best outcomes for you. Our founder also teaches classes on how to avoid insurance rip-offs at Harvard Business school.
Our business model: We don’t rely on an army of salespeople pushing commissions and quick sales. We grow by delivering the right long-term advice, even when it means less revenue for us. Our business thrives on the trust and referrals of happy clients.
What we do
With AboveBoard Private Client, we offer a concierge-level experience for high net worth individuals and families and executive teams. We provide tailored insurance strategies designed to protect your lifestyle and retirement goals, maximize wealth accumulation, and ensure tax efficiency.
We also specialize in legacy planning, working with your estate planning advisor to craft strategies that preserve and pass on your wealth efficiently. Our proprietary analytics offer personalized, transparent recommendations, ensuring your insurance aligns with your long-term financial goals.
• Term, whole, universal, variable
• Wealth accumulation
• Legacy planning
• Personal and business uses
• Existing policy reviews
• Workplace group plans
• Executive benefits
• Existing policy reviews
• Hybrid life-LTC
• Life insurance with LTC benefits
• Existing policy reviews
Ways we help our clients
- Develop a strategy for providing for your descendants or causes close to your heart after you’re gone
- Craft a plan to protect your business if you or colleagues passed on or became unable to work
- Comb the market and advocate on your behalf to identify and achieve the most favorable result possible on your application for insurance
- Evaluate whether and how insurance has a role to play in your retirement planning (we happily collaborate with investment advisors)
- Ensure you would be comfortable if you had a need for long-term care (and your loved ones would be well set up to make decisions easily and harmoniously)
- Provide a second opinion on an insurance pitch received elsewhere (there are a lot of insurance "ideas" that don’t make sense—we can tell the difference, and we’ll tell you, too)
- Roger Y
About our Founder & CEO
Wallis Tsai developed a passion for quantitative analysis during her 10 year career at Goldman Sachs, first as an investment banker and then as an investor for an elite hedge fund group.
At Goldman Sachs, Wallis was a member of a four-person team managing the multi-billion dollar Americas and European financials portfolio. She developed the fund’s perspective on financial regulation, US housing market, banking and capital markets.
As an expert in the insurance industry's inner workings, Wallis often found herself advising friends and colleagues on personal finance matters. She was repeatedly appalled by how often they got terrible advice from the industries that she knew so well and decided to follow her dream to offer financial services the right way. Founded as an educational site, AboveBoard has grown into an independent insurance brokerage with an unwavering commitment to putting clients first.
Wallis teaches classes on how to avoid insurance rip-offs at Harvard Business School and is passionate about making financial topics engaging and accessible (check out the "Truth vs. BS" rating scale in her Inside Scoop on Popular Life Insurance Sales Lines blog post).
Wallis lives in NYC with her husband, son, daughter and two rescue dogs.
Contact us
We'd love to hear from you. We are headquartered in NYC but work with clients across the country.
Our Founder & CEO, Wallis Tsai, can be reached at:
wallis.tsai@aboveboardfinancial.com
We also invite you to schedule a 15-min call with Wallis to learn more about the AboveBoard difference.
concierge@aboveboardfinancial.com
© AboveBoard Financial 2022 | 246 5th Ave, Floor 5, New York, NY 10001
AboveBoard Insurance Services LLC is a licensed independent insurance broker. We make our best effort to maintain up-to-date and accurate information. The tools offered on our site are designed to educate and help guide you. Final insurance prices are determined after an insurance carrier underwriting the policy sets the price. AboveBoard Insurance Services is a licensed independent broker and not an insurance carrier.