SFS
Insurance
Asset Management
SFS protects the business and personal assets of high net worth individuals through smart insurance solutions.
Why us
We work with financial advisors to high net worth individuals and help the advisors to use clever life insurance tools to manage the wealth and protect the assets of their own clients.
SFS, the best way to plan international strategies.
Case studies
Is your portfolio concentrated heavily in a single business, asset, class, industry, region or currency? Does your portfolio include assets with conservative or guaranteed elements? Is your portfolio concentrated heavily in a single business, asset, class, industry, region or currency? Does your portfolio include assets with conservative or guaranteed elements?
Has any change in your family profile made more heirs appear? Will this create a dilution of equity among family members? Have you ever thought about how a divorce or marriage could affect your family's health?
Are problems in the family business putting the family's private assets at risk? Does the company's labor causes bring short-term risks? We have solutions that create a solution for these cases.
If you are a US citizen living in Brazil or another country, or want to keep your Green Card, even outside the US, PPLI US Compliant can be the ideal solution to protect your investments from US capital gains tax.
Has any change in your family profile made more heirs appear? Will this create a dilution of equity among family members? Have you ever thought about how a divorce or marriage could affect your family's health?
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Blog
How Does Private Placement Life Insurance Work?
Private placement life insurance (PPLI) is a
Why Private Placement Life Insurance Is A Hot Commodity For The Ultra-Rich
Private placement life insurance and annuity programs, commonly