FINANCIAL PLANNING
Our goal is to help business owners and families build, protect and steward their wealth for the benefit of their family, company, and community, there by creating value for generations.
retirement strategies
Some of our clients require a comprehensive financial plan, while others seek counsel regarding a single area of concern.
Insurance Solutions
Life insurance has many unique characteristics that may make it an appropriate solution for a variety of uses in addition to the death benefit protection.
OUR VISION
OUR MISION
ABOUT US
Our firm’s expertise is in helping families navigate CROSS BORDER and CROSS GENERATIONAL wealth and tax implications by offering tailor made insurance solutions.
South Florida is a landing spot for grown children of wealthy families who grew up in another country. By transferring their residence to the US their wealth generate the need to implement insurance and insurance related financial planning. If you have parents or children living abroad and you live in the USA we have the solutions: we are the firm for you!
ABOUT US
Our firm’s expertise is in helping families navigate CROSS BORDER and CROSS GENERATIONAL wealth and tax implications by offering tailor made insurance solutions.
South Florida is a landing spot for grown children of wealthy families who grew up in another country. By transferring their residence to the US their wealth generate the need to implement insurance and insurance related financial planning. If you have parents or children living abroad and you live in the USA we have the solutions: we are the firm for you!
OUR VISION
We offer consultative analysis and the strategic application of some of the best insurance products in the market by solving unique needs for individual clients, families and small and medium sized companies.
OUR MISSION
We seek to help our clients meet their financial objectives by educating them on the financial vehicles available and how those match their needs.