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Henry Montag

Principal, TOLI Center East

Henry Montag is an Independent Certified Financial Planner in practice since 1976. He is a principle and managing director of The TOLI Center East, which provides independent fee-based performance evaluation for trust owned life Insurance for private trustees & their advisers. He has had articles published in the NYSBA, NYSSCPA’s Tax Stringer & Trusts & Estates. He has lectured extensively on the proper utilization of financial products to protect and preserve assets to the NYSBA, the NYSSCPA’s, the ABA.  He is a source for the WSJ, Investor’s Business daily, Investment News, He Co-Authored a book for the American Bar Association, titled: “The Advisors’ & Trustees’ Guide to Managing Risk”.                     


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