Our Oath of Independence: Ensuring Quality Tailor-Made Wealth Protection and Insurance Solutions
How do we do it? We work with over 20 insurance companies in 10 different jurisdictions. With this geographical breadth, we are able to offer tax- compliant insurance solutions for clients from over 40 countries. Our typical clients are investment professionals and their (ultra-) high net worth clients. Our global financial solutions include:
- Private placement policies (life insurance or annuity plans)
- Universal life insurance (including premium financing)
- High death benefit policies
- Private and personalized pension plans and pension administration
- Introduction to seasoned and successful portfolio managers and private banks
- Assisting in the set up of trusts and companies by referral to our cooperation partners
Before entering our range of products, these are all tested and proven through our specialists. Our partners in the financial and insurance sector go through a thorough evaluation process and are continuously monitored by our experts.
Financial professionals and investors from all over the world benefit from our tailor-made investment solutions.