Advanced Planning Strategies

A proven and trusted financial planning process

Finding the best way to pass on wealth to the next generation is a real concern. Ever-increasing financial regulation means it is important to plan carefully for the future. The right solution ensures that our clients’ loved ones will receive their intended inheritance in an efficient way. Our solutions are designed to be flexible and effective.

We structure tailored wealth plans around individuals and their families, so our clients enjoy the peace of mind of knowing that their wealth will be transferred exactly as they wish.

We assist high net worth families as they develop long-term wealth management/transfer plans. This market is served through a select network of intermediaries who work directly with families or in concert with family offices, wealth managers, private bankers or other professionals. 

Research shows financial planning is an empowering stress reliever. Nothing gives you more peace of mind than knowing you have a plan to grow and protect your hard-earned wealth now and into the future. Our pillars of advice ensure every aspect of your financial wellbeing is considered and implemented with the help of our highly qualified, experienced team.


Career success or transition, a growing family or changing lifestyle priorities are great opportunities to review your financial goals with an expert.

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Balancing assets and debt can help you succeed and our institution-grade investment capability, with $2 billion+ of funds under advice, will help you build wealth faster.

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Over a lifetime, income is your greatest asset and the fuel for your financial goals. We'll ensure your wealth is protected from the unexpected.

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Creating a Will or Estate Plan is daunting, but essential for peace of mind. We'll help you have the difficult conversations and get it done.

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We know from experience the benefits of our advice:

  • Constantly updated solutions
  • Wealth planning using life insurance is our core business
  • A dedicated team with a widely recognized depth of knowledge and expertise
  • Extensive, multi-jurisdictional knowledge in-house, and a network of local experts around the world mean we offer an unparalleled understanding of international regulations, markets and cultures
  • Our solutions allow for optimal wealth planning with the potential to deliver one or more advantages depending on the jurisdiction
  • The flexibility to adapt a client’s initial plan if their situation, risk tolerance, or views on beneficiaries change
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Take Steps Today to Manage Your Estate Tomorrow

In this ebook, you'll learn the critical elements of an estate strategy. Considering these crucial details may help an executor uphold your values, goals, and desires for your estate.

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