Founded to serve individuals who wish to solidify their current financial position while also planning for the prosperity of future generations. As a boutique firm catering to domestic and international high net worth clients, our services include investment consulting, estate planning, and business succession solutions. Headquartered in the heart of Miami's financial district, we provide one of the most versatile and beneficial financial products within the industry. With more than 10 years in the industry, we combine our experience with cultivated skills in finance and insurance to best serve our clients. We pride ourselves on our work with partners from the financial industry including highly rated insurance carriers, private banks, hedge funds, and family offices. This synergy allows us to provide our clientele with only the highest level of individually tailored financial services.
In this insightful l presentation, we will delve into the significance of Buy-Sell agreements and the strategic use of Premium finance to amplify your financial success. We aim to demystify these crucial concepts, providing attendees with actionable strategies to bolster their financial stability and ensure prosperity for future generations. Our expert speakers, Josef Schiffer and Alegria Benarroch, bring their wealth of experience to the table, offering unique insights and practical advice for high net worth individuals and businesses alike.
Speakers: Josef Schiffer and Alegria Benarroch
In this insightful l presentation, we will delve into the significance of Buy-Sell agreements and the strategic use of Premium finance to amplify your financial success. We aim to demystify these crucial concepts, providing attendees with actionable strategies to bolster their financial stability and ensure prosperity for future generations. Our expert speakers, Josef Schiffer and Alegria Benarroch, bring their wealth of experience to the table, offering unique insights and practical advice for high net worth individuals and businesses alike.
Speakers: Josef Schiffer and Alegria Benarroch
In this insightful l presentation, we will delve into the significance of Buy-Sell agreements and the strategic use of Premium finance to amplify your financial success. We aim to demystify these crucial concepts, providing attendees with actionable strategies to bolster their financial stability and ensure prosperity for future generations. Our expert speakers, Josef Schiffer and Alegria Benarroch, bring their wealth of experience to the table, offering unique insights and practical advice for high net worth individuals and businesses alike.
Speakers: Josef Schiffer and Alegria Benarroch
We will dive into the intricate world of Key Man Insurance and Premium Finance, exploring their profound impact on the financial stability of businesses and individuals. Our expert speakers, Josef Schiffer and Alegria Benarroch, will demystify these financial strategies, highlighting their importance in wealth preservation and business continuity. Attendees will leave with a thorough understanding of these financial tools, equipped to make informed decisions about their wealth management.
Speakers: Josef Schiffer and Alegria Benarroch
Join us for the exclusive webcast, "Maximizing Wealth: Exploring Premium Finance Strategies for High Net Worth Individuals." In this informative session, an industry expert will present an insightful overview of premium financing, a powerful wealth management tool often overlooked by affluent individuals. During this webcast, our expert will unravel the intricacies of insurance premium financing, its benefits, and best practices for integrating it into your estate planning strategy. The session will culminate in an interactive Q&A segment, providing you with a unique opportunity to engage with our expert and have your pressing questions answered. Don't miss this chance to expand your financial knowledge and learn how to optimize your wealth through premium finance strategies.
Speakers: Josef Schiffer and Alegria Benarroch
Dive into the world of wealth preservation with our upcoming webcast, "Preserve Your Assets: A Guide to Life Insurance Premium Financing for the Affluent." This enlightening session will feature an industry expert who will delve into the intricacies of life insurance premium financing, a potent wealth management strategy often underutilized by high-net-worth individuals. Throughout the webcast, our expert will discuss the benefits and best practices for incorporating premium financing into your estate planning strategy. The session will conclude with an interactive Q&A segment, offering you the opportunity to engage with our expert and address your most pressing questions. Seize this opportunity to enhance your financial acumen and discover how premium financing can help you safeguard your assets.
Speakers: Josef Schiffer and Alegria Benarroch
Insurance premium financing is a powerful, tax-efficient way to utilize credit in your wealth planning process.. Life insurance premium financing lets high net worth individuals buy costly insurance without liquidating assets. Josef will use his experience and knowledge of insurance and banking to help you make the best decision as you navigate adding Premium Finance to your estate plan. Premium Finance has been around for many years. Even though the strategy is time tested and polished, little tips and tricks to consider while contemplating this important decision can have a profound impact on your estate and the estate of your heirs. Please join Josef as he reviews what to consider when adding Premium Finance to your estate plan.
Speakers: Josef Schiffer
Insurance premium financing is a powerful, tax-efficient way to utilize credit in your wealth planning process.. Life insurance premium financing lets high net worth individuals buy costly insurance without liquidating assets. Josef will use his experience and knowledge of insurance and banking to help you make the best decision as you navigate adding Premium Finance to your estate plan. Premium Finance has been around for many years. Even though the strategy is time tested and polished, little tips and tricks to consider while contemplating this important decision can have a profound impact on your estate and the estate of your heirs. Please join Josef as he reviews what to consider when adding Premium Finance to your estate plan.
Speakers: Josef Schiffer