We specialize in working with U.S. citizens and residents, as well as with citizens from most Latin American countries. If you are unsure of the best way to benefit from international strategies, we can help.
We work with you to find a compliant, secure and robust complete wealth solution that is the most effective for your situation. We listen to your needs and then identify the most appropriate solution. Our independence allows us to provide truly tailor-made solutions.
For professionals, we are very open to collaborating with financial advisors including estate planners, lawyers, CPAs, CFPs, bankers, and asset managers to supplement domestic planning with the most beneficial international solutions using insurance or other relevant structures.
Some of our solutions include:
- Wealth Management
- Private Placement Life Insurance
- Premium financed Universal Life Insurance
- Variable Annuities
- Trusts and Foundations
- Company Formation