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As the pre-eminent provider of life insurance based planning solutions for high net worth individuals and corporations worldwide, International Planning Group offers its clients and partners access to significant capabilities and experience. 

 

IPG’s global platform provides our clients access to the world’s leading planning, product and program capabilities delivered through a team of highly experienced planning professionals. Clients trust and use us because of our in-depth cultural, tax and legal knowledge of more than 65 markets.  Our team consists of industry leading wealth transfer planning specialists with backgrounds in banking, law, tax, insurance and fiduciary structures.  

In recognition of our expertise, private banks, brokers, family offices, independent financial advisors, law firms and tax professionals around the globe partner with IPG to assist their high net worth clients in developing efficient wealth planning solutions.

  • Strategy Development

  • Cost/Benefit Analysis

  • Solution Vetting

  • Solution Recommendation

IPG's thorough and systematic planning process results in solutions that provide long-term benefits.

While the planning process is comprehensive in order to ensure the solution addresses your various needs, we make it smooth, transparent and convenient. Our professional and experienced representatives guide you, your engaged family members and trusted advisers through each stage so all interested parties understand the purpose of the planning and how the ultimate solution is suitable, efficient and viable for meeting the identified objective: now and in the future.

Our role doesn't end once the solution is implemented. Our world class monitoring and client service programs enhance the value added through the initial planning process and assure the solution remains appropriate in light of your evolving family and financial profile, your changing planning needs and developments in the applicable tax or legal regimes.

Solution Development
  • Identification of Needs & Objectives

  • Situational Analysis

  • Prioritization of Goals

Need Assessment & Objective Development
  • Logistics Management

  • Pricing Negotiations (if applicable)

  • Document Completion

Plan Implementation
Discovery & Fact Finding
  • Family Structure

  • Citizenship & Residency

  • Assets & Liabilities

  • Existing Plans & Structures

  • Plan Performance Review

  • Objectives Modification (as necessary due to life changes)

  • Plan Amendments (as needed)

Monitoring & Service

Assessing your goals reveals unaddressed needs:

Business Continuity
Asset Diversification
Blended Family Plans
Debt Repayment
Inheritance Equalization

Inheritance/Estate Tax Funding

Family Financial Security

Cross Border Planning

 
Our Expertise 
Collaborative Process
Needs-Based Planning

Customized Solutions

Your wealth planning solutions should be as unique as your specific situation, preferences, and goals.

To develop effective and innovative long-term strategies, IPG designs wealth planning solutions focused on your objectives that include the following key characteristics: 

Plan assets are managed by heavily regulated and highly rated international companies.

Security

Plans are designed to ensure access to liquidity when needed.

Liquidity

When properly structured, solutions may provide favorable tax and cost benefits.

Efficiency

Best-in-class solutions only available to qualified high net worth clients.

Exclusivity

Solutions are tailored to meet multiple short-term and long-term needs and to ensure suitability.

Flexibility

Solutions are fully transparent and supported by contractual agreements

Transparency

© 2018 International Planning Group, Ltd.