Tax Efficient Solutions

CGS Financial Solutions, LLC is a boutique financial advisor specializing in customized solutions for investment advisors, family offices and specialty asset managers. We provide a turn-key, fully compliant platform solution for the structuring and administration of custom designed portfolios managed within private placement insurance products.

petersasaki

PETER G. SASAKI

Managing Member
Peter G. Sasaki is Managing Member of CGS Associates, LLC, a New York City based investment research firm serving family offices, endowments and ultra-high-net-worth investors and an advisor to CapLink Securities Inc. in Hermosa Beach, CA. From 2000 to 2009, Peter was founder and chief investment officer of Logos Capital Management, LLC, a global macro hedge fund. Prior to Logos, he held various positions at Moore Capital Management and J.P. Morgan & Company.  Peter holds a BA in Philosophy from Pomona College, where he serves as a Trustee and is Vice Chair of the Finance Committee. He holds an MBA in Finance from the Stern School of Business at New York University and completed High School at the Hopkins School in New Haven, Connecticut, where he serves on the Head of School’s Advisory Council and the Development Committee. He is an instrument rated private airplane pilot and divides his time between New York City and Southern California.

frankseneco

FRANK SENECO

Frank W. Seneco is President of Seneco & Associates, Inc., one of the leading advanced planning firms with a specialty in structuring sophisticated life insurance solutions. He is also President of Seneco Global Advisors Ltd., an offshore insurance consultancy and is a partner in CGS Financial Solutions LLC, an administrative platform for private placement life insurance.

In conjunction with his partners, staff and retained network of specialists, he works with domestic and international families who have significant wealth. Assisting them to meaningfully enhance their wealth, tax-efficiently transfer their wealth to the next generation and protect their wealth from unjust lawsuits. Furthermore, Frank is recognized as a leading authority on structuring private placement life insurance solutions for the extremely affluent.

Frank is a frequent speaker on these topics, regularly speaking to other professionals and ultra-affluent families. He has written for a variety of trade publications including Private Wealth, Elite Traveler and INC. Magazine’s Business Owners Council.  He is a co-author of the book “Protecting the Family Fortune” and “Maximizing Personal Wealth”, and is regularly also quoted in Forbes and Private Wealth magazine.

Frank is a member of the Association for Advanced Life Underwriting (AALU), and The International Forum. He is also a Principal and the former Chairman of the Board of Directors of the nationally recognized producer group, First Financial Resources.

Contact Us

FOR MORE INFORMATION
CGS Financial Solutions

203-208-9650

info@cgsfinancialsolutions.com

c/o FFO, LLC
135 West 50th Street, 19th Floor
New York, NY 10020

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