Testimonials

International Client

 We strategically worked with the client and his advisors to achieve the goals of wealth preservation by implementing US dollar-denominated life insurance contracts to hedge against home country risk, currency risk, create tax efficiencies, and payment confidentiality to his beneficiaries in the United States. 

Domestic Clients

 Structured appropriately, life insurance benefits can be exempt from estate taxes, offering liquidity to ensure the continuity of family assets and businesses without necessitating asset liquidation to cover IRS liabilities, at a fraction of the potential tax obligation. 

Life Insurance Consulting

 Our consultancy specializes in securing approvals for high-value life insurance cases from top global insurers for both domestic and international clients, leveraging our expertise to serve family offices and financial institutions effectively.