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Spanning 25+ years in offshore financial planning and wealth management with multi-award winning operations from Europe through the Middle East to Asia, the company continues to enjoy significant success. We work collaboratively with Private Banks, Trustees, Law Firms, Family Offices and Fiduciary to create collaborative client liquidity solutions to meet the complex needs of HNW families. Specialties: VUL, PPLI, ULI, IULI, Whole of Life, Estate and Succession strategies, Inter-generational wealth transfer, asset protection and tax mitigation solutions, KeyPerson/Shareholder Protection, PE/VC, Corporate Employee Benefits, Offshore Banking, Finance.
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