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.

business owners

Our Business Growth Services

tax efficient strategiEs

Private Placement Life Insurance

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 MISION

We seek to help our clients meet their financial objectives by educating them on the financial vehicles available and how those match their needs.

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.

vision

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.

OUR COMPANIES ARE AMONG THE HIGHEST RATED BY AM BEST AND COMDEX
The Comdex rating is on a number scale of 1 to 100 with a higher number being the better ranking.  If an insurance company’s Comdex ranking is 80, this means it scores higher than 80% of all other insurance companies with multiple ratings. An insurance company must have ratings from at least two insurance rating organizations to have a Comdex ranking.