Speaker Details

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Cory Grant

Founding Partner and Shareholder

SafeMoney, LLC


For over 25 years, Mr. Grant has worked with affluent families, privately-held businesses, and non-profit organizations to design and implement advanced tax strategies, estate plans, wealth protection techniques, and business succession plans. He has been an active member of the California State Bar since 1994. Among Mr. Grant's specialties are creating intuitive succession and retention plans for companies and families with investment real estate holdings. In addition, he is well known for his innovative planning approaches to complex family or entity structures. For many years, he has been acknowledged as one of the nation's experts in life insurance premium financing and estate planning with large retirement accounts. Mr. Grant also advises non-profit organizations on executive retention strategies and methods to protect and grow charitable contributions. He serves on the board of trustees for the San Dieguito Boys & Girls Club Foundation, The American Institute for Musical Studies (AIMS), and is a former member of the board of The Del Mar Foundation. Mr. Grant is a member of the Policy Advisory Board at the Burnham-Moores Center for Real Estate at the University of San Diego and guest lecturer for several graduate level programs in San Diego.

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