Financial Architects Partners, a life insurance planning firm serving high-net-worth families, is moving CEO David Carroll and two associates from its Boston headquarters to a Palo Alto, Calif. office.
The firm says the move will support ongoing growth in the San Francisco Bay Area and its recent expansion into a larger Palo Alto office.
Financial Architects Partners is a subsidiary of NFP, managing more than $10 billion in trust-owned life insurance for over 300 family groups as of July 1, 2014.