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Vanbridge

Welcome to Vanbridge

We go beyond the perceived limits of insurance to maximize its potential. Simply put, we make insurance do more.

Original thinkers and challengers of convention, we are driven to solve complex problems in innovative ways. As a capital tool, an enhancement solution, a strategic hedge, or a risk reduction strategy, insurance proves to be an exceptional asset. Whether our clients are navigating intricate challenges or seeking straightforward solutions, Vanbridge customizes our approach, leveraging insurance, alternative capital and innovative structuring technology to align seamlessly with their unique objectives.

We’re comprised of two distinct yet complementary divisions: Alternative Asset Management Services & Insurance Capital Solutions and Life Capital & Executive Benefits. Each has a specialized focus and expertise but with services and market positions that are highly synergistic and extend across our collective client base. Having this combined brokerage under one roof gives Vanbridge the distinct advantage of offering our clients a broad and diverse platform of insurance solutions and programs and creates a best-of-the-best client experience.

No insurance broker or investment bank currently offers an integrated approach to risk as a combined business enterprise —
we do.

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Solution

Alternative Asset Management & Insurance Capital Solutions

Few insurance brokers truly specialize in catering to the Alternative Asset Management community.

Vanbridge’s broad expertise and focus on alternative asset managers allow us to take a holistic view of the specific challenges they face. Our interdisciplinary team approach considers various perspectives, factors and potential challenges to create comprehensive, considered solutions tailored to their individual situation.

When the risk is unprecedented, we leverage our expertise and relationships to develop and negotiate nuanced and bespoke insurance products and other risk management solutions.

We are uniquely positioned in the Alternative Asset Management industry to advise our clients and provide a specialized full-service market solution.

Explore Solutions
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Solution

Life Capital & Executive Benefits

The Architects of Protection

We exist to protect purpose. The purpose of families, entrepreneurs, executives, and institutions who rely on us to transform uncertainty into strategy. We are the quiet architects behind the scenes, integrating protection, capital, and planning.

While others see insurance as a product, we see it as a strategic asset class, one capable of transforming how wealth is protected, preserved, and transferred. Our approach reframes protection as part of a family or business’s total capital strategy: a leverageable, tax-advantaged asset that improves efficiency, optionality, and resilience.

We offer counsel on a wide range of topics: business and strategic planning, estate planning, generational wealth transfer, UHNW financial education, philanthropic planning, and fiduciary oversight. We customize our approach, leveraging insurance, capital markets expertise, and innovative structuring to align seamlessly with each client’s unique objectives.

In short, we help transform relationships from transactional to generational.

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Client Experience

Redefining the Standard

We believe the difference between good and great organizations lies in the service they provide. We are driven to exceed expectations and believe the success of our model is a direct result of providing an exceptional client experience. This means asking better questions, matching communication styles, and building trust — one interaction at a time.

Executive Team

Experts in the delivery of forward-thinking advice and insurance solutions.

We’ve curated an accomplished interdisciplinary team that combines the best in property & casualty, life and annuity, capital markets, M&A, and legal expertise. Our team’s invaluable insight across multiple disciplines fuels collaboration and is essential to providing our clients with the services and solutions they need to stay ahead of emerging risks and trends.

Meet The Team
  • Phil Moyles

    Philip V. Moyles, Jr.

    Managing Principal And CEO

  • Mitchell Smith

    Mitchell K. Smith

    Managing Principal

  • Scott Guiliana

    Scott Guiliana

    Managing Principal

The convergence of insurance and capital markets in certain areas of our business is happening at lightning speed. It is bringing our clients closer together, not further apart. With our combined experience in the insurance, financial services and alternative asset management industries, we expect to change the landscape of insurance distribution and how we create value for our clients.

Philip V. Moyles, Jr.Managing Principal & CEO

Featured Insights

  • Articles

    5 Annuity Trends to Watch in 2026

    Posted on 12/02/2025

    As we head into 2026, advisors are asking: “What’s next for annuities now that rates are coming down?” Matt Cross, SVP, Director of RIA Strategy, Annuities, s…

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    The Retention Advantage: How Tailored Benefits Keep Executives Invested

    Posted on 11/05/2025

    When a top executive leaves, the impact goes far beyond an empty office. Turnover is rising and the cost of losing top talent has never been higher.Our latest article explores…

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    Delivering Nonprofit Executive Compensation Through Loan Regime Split Dollar Arrangements

    Posted on 10/29/2025

    As nonprofits look for ways to attract and retain exceptional leaders, innovative compensation strategies are becoming essential. Vanbridge Managing Principals, Tyler Horning a…

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