Under the deal, Highland Capital will provide the wealth management firm’s high net worth clients with insurance services through a new company, BHWM Insurance Services.

The new unit will provide Beverly Hills advisors with point-of-sale support, marketing services, and estate and business planning techniques, giving them access to a broader range of investment and insurance services.

“We are very excited and value our new relationship with Beverly Hills Wealth Management,” said David Braun, managing principal of HCB Los Angeles. “Our new partnership will support BHWM’s service offering, and we look forward to working closely together over the years ahead.”