Founded in 1988, Smith Companies, Ltd. and its affiliates now oversee a portfolio of more than seventy billion dollars of in-force life insurance policies.


We understand wealth – what it takes to acquire it, grow it, and ultimately pass it to provide for those we love.


Our expertise is both wide and deep. We come from many backgrounds – law, accounting, finance, investments, and economics.


We act as fiduciaries, putting our clients’ interest before our own. First, it gains our clients’ trust, and second, it is the right thing to do. Integrity counts.