Forward Thinking INSURANCE PHILOSOPHY
Today the forces of global mobility and engagement are far greater than ever for multi-generational families, businesses and investments. As families and businesses migrate globally, assets move with them. With this comes increasing tax regulations, transparency, lack of insurance policy portability when one moves and in certain countries clients are faced with tax amnesty programs on undeclared assets forcing a client to lose a percentage of their wealth.
We recognize that clients needs are increasingly sophisticated and complex. Our clients seek asset and investment currency stability while minimizing global tax friction. Due to this demand Sovereign Wealth Group provides insurance strategies for high net worth global citizens which protect their assets while growing, preserving and transferring wealth from one generation to the next. We provide access to global, U.S. dollar denominated insurance products through offshore life insurance vehicles.