INTERNATIONAL SOLUTIONS
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
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Sovereign Risks Associated with Confidentiality, Regulatory Change, and Tax Friction
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Constraints Arising from Insurance Product Limitations and Capacity Maximums
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Conflict Resulting from Regional Instability and Monetary Controls Imposed by Governments
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Debt Default Pushing Ratings/Currencies to New Lows
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Nationalizing Private Businesses
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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
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Life Insurance
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Estate Planning
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Business Succession Planning
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Executive Benefits
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Consulting on Offshore PPLI*
Global Citizens: U.S. Nexus
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Life Insurance
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Estate Planning
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Business Succession Planning
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Executive Benefits
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Disability Insurance
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Consulting on Offshore PPLI*
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Personal Lines Insurance
*Kestra Investment Services, LLC and its registered representatives do not sell Offshore PPLI