Protecting Your Family’s Wealth
and Planning Your Legacy
Protecting Your Family’s Wealth
and Planning Your Legacy
About Kraemer Insurance Partners
Kraemer Insurance Partners brings 35+ years of combined experience in the financial services industry, specializing in life insurance advisory, philanthropic planning, and family office consultations. John and Belinda Kraemer assist high net worth families and business owners in protecting, growing, and transferring wealth across generations.
With personal experience in real estate, family office, private foundations, farming, winemaking, and alternative investments, we can assist you in creating and sustaining your own family legacy.
Contact Kraemer Insurance Partners to protect, grow, and transfer wealth across generations.
The 3 Pillars of Our Practice:
Life Insurance Advisory
Philanthropic Planning
Family Office Consultation
Meet Our Experienced Partners
John Kraemer, CSPG
Partner, Solana Beach
John brings more than 30 years of experience in insurance advisory services with his background in the areas of business succession, estate planning, family wealth governance, philanthropy and gift planning. He helps clients align their goals and objectives from a family, business and personal perspective.
With the Kraemer Insurance Partners team and his clients’ trusted advisors, he creates a synergy of talent, education, and resources to create and implement innovative and efficient planning solutions.
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John’s family office and business experience come from his role as Chairman of the Board for Kraemer Land Company, a family office operating in Southern California (www.kraemerland.com). All family owners (136) are descendants of early land grant settlers in Southern California, with Orange County business and real estate roots dating back to the 1860s. The Kraemer family has a long history of creating communities. Today the company continues to diversify the family’s real estate portfolio with in-fill residential, commercial projects, joint ventures, and lending. John’s role is to provide oversight to the executive management team with the company’s acquisitions, strategic projects, forward vision, and portfolio optimization.
John also serves in an executive role in several businesses beyond Kraemer Land Company, including a private foundation and two additional family real estate businesses. John also is an owner and investor in his family’s Shake Ridge vineyard in the Sierra Foothills and Yorba Family Wines (www.yorbawines.com).
John has held the professional designation of a Certified Specialist in Planned Giving (CSPG) since 1995. He currently co-chairs of the Planned Giving Advisory Committee for the La Jolla Institute for Immunology, as well as serves on the Professional Advisor Council for the Rancho Sante Fe Foundation.
John lives in Del Mar, California with his wife Cim and is the proud father of three adult children.
Belinda Kraemer
Partner, Solana Beach
Belinda is passionate about helping families in their life insurance planning, charitable legacies, and family wealth governance. Belinda assists clients in zeroing in on their goals and objectives for their vision for their family’s future while discussing business succession and philanthropic goals as well.
She collaborates with her clients’ trusted advisors to provide a dynamic multidisciplinary team approach in creating and implementing innovative and efficient planning solutions.
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Belinda is honored to serve as a board alternate and fourth generation owner in Kraemer Land Company, a family office operating in Southern California (www.kraemerland.com). Today the company continues to diversify the family’s real estate portfolio with in-fill residential, commercial projects, joint ventures, and lending.
Belinda is passionate about philanthropy, serving as a successor trustee for a private foundation, the Professional Advisor Council for the Rancho Santa Fe Foundation, the Planned Giving Committee at KPBS, and the Advisory Committee at The Ecology Center.
Belinda has completed the Jewish Community Foundation’s Trusted Advisor Program.
Along with her life insurance license, she is also licensed in Property & Casualty insurance and real estate. Belinda lives in Del Mar, California with her husband Evan, and enjoys creating healthy recipes for Beachside Kitchen in her free time.
Planning Futures For:
- High net-worth families and philanthropists
- Family owned and privately held businesses
- Highly compensated executives
- Real estate owners
Our goal is to help you effectively make decisions that will benefit your family’s future, based on years of experience and hundreds of planning scenarios encountered.
Generations of experience ready to assist your family’s legacy planning.
Our Trusted Services
- New life insurance policy evaluations and design
- Existing life insurance policy review and market study
- Policy exit analysis
- Life settlements
- Charitable planning
- Family legacy and wealth transfer planning
- Post-transaction planning
Access the Knowledge of our Professional Community
We work collaboratively with your existing advisory team to ensure that all parties involved in your family’s planning are in alignment to help you achieve your goals.
If you don’t have a current advisory team, we can introduce you to talented tax and legal professionals, wealth managers, and charitable planners we trust. Collaborate with our network who specialize in high net-worth financial planning, and craft a professional team to preserve your family’s legacy.