Cohn Financial Group

Insurance CompanyPhoenix, United States
$2.0B
Assets Under Management
Phoenix
Headquarters

About Cohn Financial Group

Established in 1987, Cohn Financial Group (CFG) specializes in complex life insurance planning and is a leader in Private Placement Life Insurance (PPLI). CFG works exclusively with high net worth families, individuals, RIA's and family offices throughout the United States.Sophisticated investment structures utilizing life insurance require unique expertise. These transactions can involve complex tax and legal strategies, funding decisions, and cost dynamics.

Preferred Investment Types

Investment FundsLong/Short EquityLong-Term InvestmentsPrivate Equity

Preferred Sectors & Themes

Hedge FundsInsurance Products & ServicesLegal & Tax ServicesLeisure CraftReinsuranceRetirement PlanningTravel Accommodations & TourismWealth & Estate PlanningAlternative InvestmentsFinanceFinancial ServicesHigh-Level SectorsInsurance ServicesRetail & Wholesale/DistributionSpecialty RetailTourism & Hospitality

Preferred Geographies

United States

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Frequently asked questions

What type of investor is Cohn Financial Group?

Cohn Financial Group is a insurance company based in Phoenix, United States, managing approximately $2.0B in assets.

Where is Cohn Financial Group headquartered?

Cohn Financial Group is headquartered in Phoenix, United States.

How much does Cohn Financial Group manage?

Cohn Financial Group manages approximately $2.0B in assets under management.

What does Cohn Financial Group invest in?

Cohn Financial Group focuses on Investment Funds, Long/Short Equity, Long-Term Investments, Private Equity, Hedge Funds, Insurance Products & Services, Legal & Tax Services, Leisure Craft.

How can I contact Cohn Financial Group?

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