To meet the needs and exceed the expectations of our clients, Sterling has assembled one of the most admired, trusted, professional and dedicated support staffs in the industry. Integrity, professionalism, and value added services are the hallmarks of the Sterling Resources tradition.
Our staff is composed of high-level insurance professionals with decades of experience in case analysis, field underwriting and carrier negotiation. Our Third Party Advisor practice, headed by an experienced tax attorney/CPA, assists attorneys, accountants, family offices and trustees with their clients’ estate planning, business succession and benefit program life insurance.
Well known by advisors of ultra-high net worth families and philanthropic organizations, the Sterling Resources team has been working together to serve clients for over two decades. The average length of service of Sterling’s core support team is in excess of sixteen years. The absence of staff turnover is reflective of an environment conducive to building long term relationships, internally and with our clients and their advisors. This continued level of commitment has laid a foundation that enables us to provide exceptional service to our clients well into the future.
Gary R. Lee
Third Party Advisor Services
Gary joined Sterling Resources in 2009 to develop a Third Party Advisor practice focused on assisting attorneys, accountants, investment advisors and trustees as they assess the estate planning, business succession and employee benefit program needs of their high net worth clients. Gary holds a Bachelor of Arts degree, a Juris Doctorate degree, and an L.L.M. in taxation. In addition to being a lawyer, Gary is a Certified Public Accountant. He is a member of the California Bar Association, the Massachusetts Bar Association, the American Institute of Certified Public Accountants and the Boston Estate Planning Council. Gary joined Sterling Resources after having spent a dozen years as National Director of Insurance Consulting Services with Deloitte & Touche. He is the author of the Bureau of National Affairs (BNA) portfolio on evaluating life insurance policies and has spoken at numerous tax and insurance forums including the New York University Institute of Taxation, the University of Miami Heckerling Forum on Estate Planning, Society of Trust and Estate Practitioners (STEP) regional meetings, and the International Bar Association International Wealth Transfer Practice Conference. Massachusetts Insurance License # 1872254.
Gary Lee is not a representative of MML Investors Services, LLC or its affiliated companies.
*Gary is licensed but not practicing on behalf of MML Investors Services, LLC or its affiliated companies.