Smaller World... Larger Need for Preservation

We are living in a changing world where individuals and families have increasing demands for protection, stability, and preservation of wealth. Our team recognizes the challenges and risks associated with structuring and protecting worldwide wealth along with the multi-jurisdictional hurdles the global ultra high net worth (UHNW), multinational client faces. 

We create strategies and provide access to products that remedy these complex-planning requirements with the use and distinct advantage in utilizing both offshore and U.S. life insurance carriers, depending on the individual client's U.S. Nexus.

Our methods are commonly used to help ensure continuity over several generations through our advice, tailor-made insurance strategies, wealth planning, wealth transfer, succession planning, and charitable giving to UHNW global citizens spanning approximately 100 countries. Our strategic alliances with global tax and legal firms expands our knowledge and capabilities.

Wealth Preservation Challenges Facing UHNW
  • Sovereign Risks Associated with Confidentiality, Regulatory Change, and Tax Friction

  • Constraints Arising from Insurance Product Limitations and Capacity Maximums

  • Conflict Resulting from Regional Instability and Monetary Controls Imposed by Governments

  • Debt Default Pushing Ratings/Currencies to New Lows

  • Nationalizing Private Businesses

  • Complex and Redundant Imposition of Income and Estate Tax

Our Solutions Offer Stability, Discretion, & Liquidity

Our job is to help provide tailored solutions to our multinational clients’ challenges. We design and implement every case with a completely customized approach, backed by comprehensive analytics to assist clients with their wealth planning. Areas we specialize in include:

Global Citizens: Non U.S. Nexus
  • Life Insurance

  • Estate Planning

  • Business Succession Planning

  • Executive Benefits

  • Consulting on Offshore PPLI*

Global Citizens: U.S. Nexus
  • Life Insurance

  • Estate Planning

  • Business Succession Planning

  • Executive Benefits

  • Disability Insurance

  • Consulting on Offshore PPLI*

  • Personal Lines Insurance

*Kestra Investment Services, LLC and its registered representatives do not sell Offshore PPLI

Need more information? Contact us

We are here to assist. Contact us by phone or email.

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Insurance services provided by SBSI, Inc.

Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC (Kestra AS). NFP Insurance Solutions is a marketing name and platform used by affiliated and nonaffiliated companies, including but not limited to SBSI, Inc., using the services of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP Corp.  PartnersFinancial is a division of NFPISI. Kestra IS and Kestra AS are not affiliated with SBSI, Inc. or NFP Corp. Kestra IS, Kestra AS, and NFP Corp. and its subsidiaries do not provide tax or legal advice and are not Certified Public Accounting (CPA) firms. Not all professionals listed on this site are licensed to offer securities or Investment Advisory Services. Investor Disclosures 

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.