OUR SERVICES

Insurance Solutions

We provide financial tools and strategies to protect you and your family as times change.

We aim to provide a complete one-stop insurance planning solution that allows you to feel secure about your money, future and legacy.

it includes the following services:

• Comprehensive Insurance Planning Solutions
• Life Insurance Advisory Services
• Disability Insurance Advisory
• Non-Life Insurance Solutions

After coverage is in force, we continue to service and monitor policies and planning strategies to ensure policy parameters continue to meet all established planning objectives.

Wealth Planning Solutions

Depending on the client’s residence, it is sometimes best to combine different kinds of legal structure to achieve the expected result. Therefore, when required, we work with various external partners in different parts of the world to offer the appropriate legal structure (trusts, foundations, companies, partnership, etc)

Cross-Border Advisory services:

Our Cross-Border services were developed to help individuals and companies solve the complexity of international living and working. Our team works regularly with families and entrepreneurs around the world as well as global citizens to ensure that their wealth strategies are in line with the latest global tax rules and regulations.

Our focus is on the following specialized topics:

International Estate Planning - Cross-Border Financial & Tax Planning - Asset Protection - Country & Tax Aware Investments