We are a company established in the US, whose objective is to offer consulting on wealth transfer and protection matters for the US and Latin America. We advise companies, family businesses, families and high net worth individuals to minimize risks and other unforeseen contingencies.
We are a comprehensive team with more than 30 years of experience in the international life insurance industry and in senior strategic business management positions. We represent our clients against the most reputable insurance companies.
We believe that educating our clients leads to better decisions. We seek to understand their needs, advise them and accompany them as if they were part of our family. We put into practice our extensive knowledge in the different types of insurance contracts to deliver the best protection strategy in the short, medium and long term.
- We believe that family and its legacy are the engine that drives everything we do.
- We believe that every asset portfolio should include life insurance.
- We believe that the simplest solutions can solve the most complex problems.
- We believe in working with and for our clients, always thinking about their well-being
- We are a broker, for us the client always comes first
- We offer a personalized boutique service
- We accompany our clients and their families in the useful life of the solutions
- Absolute confidentiality