Superior Wealth Planning and Protection for Individuals and their Families
Superior Wealth Planning and Protection for Individuals and their Families
Superior Wealth Planning and Protection for Individuals and their Families
About Us
Our ownership is unique.
A family-focused, privately owned Group, that understands the needs of today’s wealthy families.
A service-oriented company specialising in planning for High Net Worth clients and families.
Our Group
Our Group is unique and offers our clients access to some of the best professionals in their field.
By establishing a cross-border Insurance Company, with a Tied Agency for distribution, we have developed a holistic approach to meeting client expectations.
With our financial strength, prudent management and independence, we have created a new style of life insurance Group.
Life Insurance
Life Insurance is a well-established and proven structuring tool to complement a client’s wealth planning strategy. Life insurance has unique features that can provide long term benefits for investment and succession.
*as at year end 2022 for each carrier
Management
in Financial Services
working across
5 locations
Dublin, Luxembourg,
Vaduz, Zurich and Milan