We serve individuals, families, and institutions whose financial lives demand more than conventional solutions — and whose legacies require structures built to last.
We don't believe in one-size-fits-all. Whether you're a business owner protecting an enterprise, a family office managing generational wealth, or a financial professional seeking a specialized partner — our approach begins with understanding your world before designing anything.
For founders, entrepreneurs, and private business owners who need insurance structures that protect both their personal wealth and the enterprise they've built. We design solutions that integrate with your corporate governance, succession plans, and tax strategy.
For single-family and multi-family offices managing complex, multi-generational wealth across borders. We serve as a specialized insurance and structuring partner — complementing your existing investment, legal, and tax advisory teams.
"We don't manage policies. We design structures that protect legacies."
For bankers, RIAs, financial advisors, and insurance brokers who need a specialized insurance partner to serve their most complex clients. We operate behind the scenes — providing the technical expertise, carrier access, and cross-border capability your clients require.
For tax lawyers, CPAs, and trust companies who need specialized insurance structuring to complement their clients' estate and tax planning strategies. We provide the technical insurance expertise that bridges the gap between legal strategy and financial execution.
For non-U.S. individuals and families with international assets, dual residency, or cross-border financial lives. We specialize in structuring insurance solutions that navigate the unique regulatory, tax, and compliance challenges facing foreign nationals — across any jurisdiction.
For independent brokers and agencies who encounter complex cases that require specialized expertise, international carrier access, or advanced structuring capabilities. We partner with you to deliver for your client — while you retain the relationship.