How has The Gilbert Group Insurance For Wealth Transfer Planning's team size changed over time?

The Gilbert Group Insurance For Wealth Transfer Planning's team has remained stable from approximately 3 to 3 employees based on available data.

The Gilbert Group Insurance For Wealth Transfer Planning Employee Directory

Q: What is the largest department at The Gilbert Group Insurance For Wealth Transfer Planning?

The largest department at The Gilbert Group Insurance For Wealth Transfer Planning is Administrative with 1 employees.

InsuranceCalifornia, United States2-10 Employees

The Gilbert Group Insurance For Wealth Transfer Planning is an insurance advisory firm based in Beverly Hills, California, focusing on custom, sophisticated insurance-based wealth transfer strategies for high net worth individuals and families. Led by founder Dennis Gilbert, who has more than four decades of industry experience, the team concentrates on helping clients fund estate plans, protect families and businesses, and fulfill charitable intents through tailored insurance solutions. The firm emphasizes staying current with tax laws and insurance industry changes, positioning itself to address market trends and complex financial needs for affluent clients, including entertainers, athletes, and executives. Located in the Beverly Hills area, the practice provides advisory services within the broader insurance sector and aims to support clients in preserving wealth across generations while navigating regulatory developments.

The Gilbert Group Insurance For Wealth Transfer Planning Global Highlights

North America
26

United States Of America
26

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Oceania
1

New Zealand
1

The Gilbert Group Insurance For Wealth Transfer Planning's Leadership

D. L.
Vice President
Mobile Phone
Email
M. G.
Executive Assistant Office Manager
Mobile Phone
Email
V. B.
Insurance Agent And Senior Case Manager
Mobile Phone
Email
A. W.
Senior Associate
Mobile Phone
Email
M. G.
Executive
Mobile Phone
Email
W. G.
Consultant Planner/Director
Mobile Phone
Email

The Gilbert Group Insurance For Wealth Transfer Planning Employee Metrics

100%

50%

0%

2026

2025

Business
Finance
Other

Contact profiles from The Gilbert Group Insurance For Wealth Transfer Planning

Name

Title

Contact

Location

Last Update

D. L.
Vice President
Mobile Phone
Email
Oct 22, 2024
M. G.
Executive Assistant Office Manager
Mobile Phone
Email
Aug 02, 2026
V. B.
Insurance Agent And Senior Case Manager
Mobile Phone
Email
Aug 02, 2024
A. W.
Senior Associate
Mobile Phone
Email
Oct 21, 2024
M. G.
Executive
Mobile Phone
Email
Oct 22, 2024
W. G.
Consultant Planner/Director
Mobile Phone
Email
New Zealand
May 31, 2026

Frequently Asked Questions

What is The Gilbert Group Insurance For Wealth Transfer Planning known for?

The Gilbert Group Insurance For Wealth Transfer Planning was founded in 2012 operates in the Insurance industry. Explore The Gilbert Group Insurance For Wealth Transfer Planning's company overview page for more information.

What is The Gilbert Group Insurance For Wealth Transfer Planning's most common email format?

The Gilbert Group Insurance For Wealth Transfer Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Gilbert Group Insurance For Wealth Transfer Planning email formats with LeadIQ.

How many employees does The Gilbert Group Insurance For Wealth Transfer Planning have currently?

The Gilbert Group Insurance For Wealth Transfer Planning has approximately 3 employees as of August 2026. These team members are located across 3 continents, including North AmericaEuropeOceania.

Who are The Gilbert Group Insurance For Wealth Transfer Planning's key employees and leadership?

As of August 2026, The Gilbert Group Insurance For Wealth Transfer Planning's key employees include:

Vice President: D. L.
Executive Assistant Office Manager: M. G.
Insurance Agent And Senior Case Manager: V. B.
Senior Associate: A. W.
Executive: M. G.

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The Gilbert Group Insurance For Wealth Transfer Planning Employee Directory

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