About us

Preserving wealth for affluent global, domestic US, cross board and individuals is our number one priority.

Global Insurance Architects provides sophisticated domestic and international insurance planning services to affluent clients, families, entrepreneurs and businesses with cross-border wealth, expat income and foreign investments. This includes outbound insurance and estate planning for U.S. citizens and tax residents pursuing international opportunities and inbound insurance, estate planning for foreign persons moving to and/or investing in the United States.

We represent high net worth individuals, including non-residents, as well as non-citizen residents of the U.S. We provide creative and clear solutions to minimize our clients’ global and U.S. / foreign income and wealth tax exposure, estate equalization, and protection from forced heirship laws all through the use of our global insurance products and designs.

We continually are on the forefront monitoring changes in the evolving landscape of international, federal and state tax laws, regulations, multiple jurisdictional residencies and changes to insurance companies’ foreign national guidelines and product compatibility to cross-border clients. We integrate this intelligence into our evaluation of an individuals’ or businesses’ global insurance, estate planning and multi-generational needs.

Who We Work With

We work with clients who have international bank accounts, foreign pensions, international real estate holdings, international business interests and foreign assets to ensure tax efficiency is in place in case of an untimely death and preserve their global wealth for immediate family members, business partners and multi-generational planning.

About Allan

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About us

Who We Work With

About Allan

Make sure your wealth is protected for your next generation