30+ years of making legacy count: Helping our clients to ensure their assets best serve them now, and in the future.
We understand what matters when it comes to protecting and preserving wealth today, so that it can be passed on to future generations. Whether it's for upper affluent, HNW or UNHW individuals, families, their advisers or institutions, as the leading global provider of customised insurance-based wealth solutions, we exist to make our clients’ legacy count.
We provide wealth, estate and succession planning solutions that are comprehensive, compliant and proven, highly flexible, portable and adaptable to evolving lifestyles, that stretch across multiple jurisdictions and asset classes.
Our 400+ teams of experienced wealth structuring and subject-matter experts, located in 11 cities across the world, serving 20+ markets, means that we have exceptional local market knowledge combined with the breadth and reach to serve our partners and clients on a global scale.
To protect, preserve and pass on wealth in an increasingly complex world – experience, partnership and leadership matter. And we’re the right people to talk to.
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