The Family Office Mortgage is a privately offered program that coordinates a home mortgage with a separately funded life insurance policy and bank financing of part of the premiums. It is not a lender, a bank, an insurance company or a family office, and it is not a government program. Mortgages are made by third-party lenders and are subject to their approval. Insurance is issued by third-party carriers and is subject to medical and financial underwriting.
Figures on this site are illustrations produced from stated assumptions. Projected policy cash and death benefits are not guaranteed and depend on the specific policy, its charges, its crediting, the financing terms and the insured. An interest-only mortgage does not reduce principal during the interest-only period. Nothing here is tax, legal or investment advice; review any proposal with your own advisors. See the full disclosures and how the risks are managed.
© 2026 The Family Office Mortgage. Inquiries are received by Kent Chesley only.