The Forrest Group, LLC is a Houston-based firm specializing in estate planning for privately held business owners, high net worth individuals, and affluent families. With a focus on wealth transfer and business succession planning, they address common challenges in transferring wealth, lifestyles, and financial security to future generations.
Led by Principal and Founder Gib Surles, who has over 30 years of experience in the life insurance industry, The Forrest Group is dedicated to helping clients pass on their assets to desired heirs, protect assets from tax burdens, and fulfill charitable giving desires for future generations.
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