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.
Identification of Needs & Objectives
Prioritization of Goals
Pricing Negotiations (if applicable)
Plan Performance Review
Objectives Modification (as necessary due to life changes)
Plan Amendments (as needed)
IPG's thorough and systematic planning process results in solutions that provide long-term benefits
Discovery & Fact Finding
Need Assessment & Objective Development
Monitoring & Service
Assessing your goals reveals unaddressed needs
All High Net Worth individuals and families have wealth planning needs. Whether the focus is on preserving a family enterprise or ensuring the existence of sufficient liquidity, International Planning Group (IPG) is uniquely positioned to advise on these needs and design and implement efficient solutions
Blended Family Plans
Inheritance/Estate Tax Funding
Family Financial Security
Cross Border Planning
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:
Flexibility: Solutions are tailored to meet multiple short-term and long-term needs and to ensure suitability.
Transparency: Solutions are fully transparent and supported by contractual agreements.
Liquidity: Plans are designed to ensure access to liquidity when needed.
Security: Plan assets are managed by heavily regulated and highly rated international companies.
Efficiency: When properly structured, solutions may provide favorable tax and cost benefits.
Exclusivity: Best-in-class solutions only available to qualified high net worth clients.