International Planning Group

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INTERNATIONAL PLANNING GROUP
International Planning Group (IPG) is recognized as a leader in the development of life insurance based wealth structuring and transfer planning solutions for affluent individuals and executives of multi-national corporations as well as a leader in designing international corporate executive benefits. Over more than 30 years IPG has developed the capabilities to provide innovative plan designs, the expertise to deliver customized life insurance based solutions and access to the necessary products to implement solutions for a variety of complex needs. By utilizing highly competitive life insurance products combined with trust and corporate structures, IPG develops and implements multi-faceted solutions to meet complex global estate and business planning needs.

INDIVIDUAL SOLUTIONS
Our precise and practiced knowledge and experience working with individual clients residing in over 40 countries, along with our commitment to compliance and ongoing service, allows IPG to effectively address a client’s specific family needs for wealth structuring and transfer planning. We understand that each individual’s planning needs are unique and in many cases require customized integrated solutions.

IPG assists clients with strategies to maximize wealth accumulation, generate liquidity, meet personal liabilities, plan for future business continuity and facilitate additional wealth and security for clients and their families.

The world’s most respected private banks, investment managers, accounting firms, law firms and insurance carriers select IPG as their trusted partner to assist their clients. With consultants assigned to Asia, Europe, South America and North America, our experienced staff of professionals provide customized long term solutions for clients worldwide.

CORPORATE SOLUTIONS
The globalization of the corporate marketplace has elevated compensation and benefit planning for local national, expatriate and third country national executives to a strategic corporate function. International Planning Group combines years of executive benefit experience with global expertise to assist corporate clients in solving the complexities of providing competitive and cost effective benefits and compensation for executives worldwide.

By consulting corporations competing in the global marketplace, International Planning Group facilitates the design of compensation and benefit plans for local national, expatriate and third country national executives, taking into account local tax implications and minimizing any impact to the balance sheet and income statement while funding corporations accrued liabilities resulting from executive benefits.

International Planning Group solutions utilize specialized offshore trust and corporate structures as well as highly competitive international investment-oriented life insurance funding.

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