Global Wealth

At Global Wealth Financial we work with affluent families from around the World regarding their wealth and succession planning needs. We provide tailored-made solutions to create liquidity through life insurance and premium financed structures. We do so to address potential liabilities such as estate taxes, buy-sell agreement funding, debt payoff due to a premature passing, or the equalization of an estate as part of the family’s business succession goals. Through our consultative approach we work with the family and their team of legal and tax advisors, family offices and financial advisors to identify the family’s goals, needs and concerns. Global Wealth was founded on a mission to provide comprehensive and trusted advice to our clients regardless of where they are in the world. We aim to be our clients advocate while providing education and perspective on the topic of wealth and succession planning so they can make informed decisions on what is best for their families. We provide tailored-made solutions to create liquidity through life insurance and premium financing structures to address potential liabilities such as covering estate taxes, avoiding liquidation of assets, funding of buy-sell funding, debt payoff, estate equalization, etc. Our team prides ourselves on becoming part of our clients’ team – working with other critical trusted advisors to ensure the strategy we put in place works in harmony with all aspects of their financial planning strategy.