GLOBAL WEALTH FINANCIAL

At Global Wealth Financial we work with high and ultra-high net worth families in the U.S., Latin America and Europe regarding their wealth and succession planning needs.

We provide tailored-made solutions to create liquidity through life insurance and premium financing structures to  address potential liabilities such as covering estate taxes, avoiding liquidation of assets, funding of buy-sell funding, debt payoff, estate equalization, etc.

Global Wealth prides itself on becoming part of our clients’ team – working with other critical trusted advisors to ensure the strategy we put in place works in harmony with all aspects of their financial planning strategy.