BIS is a firm that was born out of a Southern Californian multi-family office.

Florida-based Dynasty Financial Partners has forged a new strategic partnership with Boulevard Insurance Strategies, giving Dynasty advisors more risk-protection and other tools for ultra-high net worth clients.

BIS and its team of 14 specialists will provide Dynasty’s clients with assistance across the entire protection life cycle, from case design and point-of-sale support to underwriting and implementation.

“Our goal is to simplify the complex, allowing clients and advisors to receive the best advice, support, and execution for their insurance needs while maintaining clear alignment with existing and future financial planning,” Matt Celenza, BIS founder, said.

“We have watched Matt and his team carefully build BIS over the past five and a half years,” Dynasty co-founder and CEO Shirl Penney, said. “Given their understanding of the Dynasty Network, we see this partnership ramping up quickly, providing immediate enhancements to our collective offering.”

Dynasty has 47 Network firms on its platform with over $72 billion in client assets.

BIS was born out of a multi-family office in Beverly Hills, California, and it serves advisors, attorneys, accounting firms, and family offices.