We have a simple goal at NFP — to help protect and enhance the legacies of affluent internationals.

Our unique structure and access to insurance products around the globe allow us to offer significant levels of protection to individuals and families across all continents.

Global Wealth Transfer Planning

We offer structured solutions for multijurisdictional estate plans, including:

  • Creating liquidity for holdings in countries with estate and/or inheritance taxes
  • Protecting wealth through strong dollar-denominated asset classes held in tax-neutral jurisdictions
  • Equalizing inheritances related to succession planning and forced heirships
  • Securing legacies through significant philanthropic endowments

Multinational Corporation Planning

We also specialize in succession designs and key employee retention strategies:

  • Developing bonus arrangements for executives and key staff
  • Injecting liquidity into companies due to projected hardships related to the loss of important employees
  • Balancing values to inheritors for those in and outside of family businesses

Global Reach

We have direct relationships with best-in-class insurers extending from Bermuda, the Cayman Islands and Canada to the United Kingdom and the United States. This reach gives us the ability to extend several classes of life insurance and annuity coverage to those residing in over 150 countries.

Tailored Approach

Our goal is to design and implement insurance-based solutions that fit specific needs, and to help develop structured portfolios of flexible insurance with capacity exceeding US$200 million.


By working with us, you’ll have access to all of our expertise and resources, including top talent in international wealth planning, financial instruments, finance, analytics, research, underwriting and compliance — resulting in high-touch service and customized solutions.

In 2015 we embarked on a journey with Wealth-X to discover just how much wealth the world could anticipate passing from generation to generation in the coming years. Our findings revealed that a staggering US$4 trillion will be transferred in the next decade, and almost US$30 trillion will be transferred over the next 30 years.