The SFS difference
Our process
Why us?
SFS has researched the world’s best insurance-based solutions for estate planning and asset protection.
Expertise | Experience | Independence | Best insurers & advisors
We work with financial advisors to high net worth individuals and help them use life insurance to manage wealth and protect assets.
We are independent insurance consultants and have spent over 20 years researching and identifying suitable international insurers to help wealth managers.
Our international clients trust and rely on our in-depth insurance, tax and legal knowledge of more than 70 jurisdictions and markets. With our team of internationally experienced specialists and advisors, we provide our clients with access to the world’s leading specialty insurance planning, product and service capabilities.
Our independence allows us to provide truly tailor-made solutions. We find flexible, secure and robust solutions that are most effective for our clients’ individual situations. We take a careful brief and then identify the most appropriate options. We identify:
- the right jurisdiction which will provide the best protection;
- a compliant and efficient tax regime; and
- the best providers including carriers, international attorneys, insurance professionals, investment management firms, financial institutions, etc.
Core values
- Assist each client to find, create, and maintain the best wealth solution to increase and protect their assets.
- Establish a long-term relationship with our clients, through the ups and downs of life, to ensure financial stability and well-being for the client and for generations to come.
- Collaborate with only first-class financial services companies and other professionals.
Who we work with
Our clients include: financial and tax professionals, family offices, high-end wealth managers, estate planners, lawyers, CPAs, CFPs, brokers, asset managers, private banks, entrepreneurs, private investors, affluent families, business owners, senior executives, etc.