Legacy preservation is built for ourselves & our future generations

The World’s premier consultant for wealth transfer and liquidity solutions since 1971

Clients since 1971
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*serving clients from over 60 countries

Billion of Life Insurance Policies placed*
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*of in-force individual life
insurance policies.

Legacy Crafters, Beyond Brokers

For half a century, we have navigated the complexities of wealth with a simple belief; your legacy is unique. From Asia to Europe, we tailor legacy planning for those who envision more.

Who we are

A pioneer in the development of customized life-insurance based wealth solutions, we deliver world-class bespoke legacy planning and liquidity solutions to high net worth individuals.

Real Talk, Real Plans

Our specialists are here to listen, understand, and craft a strategy that aligns with your unique journey. Together, we’ll ensure your legacy isn’t just preserved; it’s celebrated.