Services

Comprehensive coverage solutions tailored to long-term protection and legacy planning.

Financing structures that allow clients to acquire large insurance policies without liquidating assets.

PPLI is a flexible, institutionally priced life insurance solution designed for high-net-worth individuals and international families.

International medical coverage tailored for individuals, families, and organizations.

Custom insurance vehicles to manage risk internally and improve tax outcomes.

Coverage that protects a business from financial loss due to the death or disability of a key executive.

Insurance-backed agreements that ensure business continuity through planned transitions.

Strategies to transfer wealth efficiently and reduce exposure to estate taxes.

Strategies to pass on assets effectively while minimizing tax and legal complications.

Customized planning to ensure business and leadership continuity across generations.

Use of insurance and trust vehicles to support charitable giving and multi-generational impact.

Guidance on the selection and management of offshore life insurance products.

Structuring strategies to reduce tax exposure across multiple jurisdictions.

Advising clients on insurance structures ahead of changes in residency or tax domicile.

Ensuring legal and regulatory alignment for clients with international assets or residency.

Ownership models to enhance privacy, control, and asset transfer across jurisdictions.

Legal and structural tools to shield personal and business assets from risk.

Life insurance can be used to generate immediate liquidity for estate taxes.

BOLI and COLI are specialized life insurance structures used by institutions to offset employee benefit costs.

For multi- and single-family offices, insurance plays a key role in wealth transfer.