The collaboration links Heffernan with Adeo Partners and Oakmont Group, two firms renowned for serving a significant portion of the Forbes 400. This alliance leverages over 40 years of collective experience to address complex financial requirements, including executive benefits, asset protection, and corporate-owned life insurance strategies. By tapping into these resources, Heffernan aims to scale its advisory services beyond standard brokerage offerings, providing clients with deeper technical support for generational wealth management. Steve Brandel, Director of the Life Division, noted that the partnership aligns the firm’s existing client relationships with the specialized planning expertise necessary to navigate increasingly intricate financial landscapes.
Heffernan Life Division Joins Lion Street Network for Advanced Planning
Heffernan Insurance Brokers has integrated its Life Division with Lion Street, a specialized network focused on high-net-worth life insurance planning. Effective August 1, 2026, the move grants the Walnut Creek-based brokerage access to sophisticated wealth transfer and business succession tools tailored for affluent families and closely held businesses.
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