The Mastermind Network Group

The Mastermind
Networking Group

Taran Insurance Advisory - Insurance Advisory

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person iconNatalie S. Oh - Insurance Broker

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Natalie S. Oh

Taran Insurance Advisory

Natalie has helped HNW individuals transition wealth to future generations or philanthropic interests for over 25 years. She specializes in tax-efficient wealth transfer strategies for both individuals and businesses. She works with entrepreneurs, executives, family offices and foundations.

She has built her practice by working collaboratively with the clients’ other advisors, including their attorneys, accountants and financial advisors, ensuring a holistic approach to wealth/asset protection.

Natalie has spoken at Wealth Management Conferences regarding the transition of wealth to second, third and even fourth generations and raising of financially responsible children who inherit wealth.

She currently serves on the Peninsula Estate Planning Council ("PEPC") Board and has served on numerous Boards in Chicago. Most notably, EWN (Empowering Women’s Network) which promotes the advancement of women in business; Alexian Brother’s Foundation, a division of the Foundation, dedicated to helping those afflicted with AIDS; and Hanul Family Alliance, an organization serving the elderly Asian American Community.

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Mailing Address:
The Mastermind Networking Group
San Mateo, CA