Our clients, no matter where they are in the world, share similar core planning needs: wealth protection, income replacement, survivor income and liquidity, creditor protection, estate tax planning, business continuity, charitable giving, etc. However, while these goals and objectives may not be bound by geographical borders, international clients often face unique challenges arising from cross-border issues and complex family and business structures. When planning for and implementing solutions to their core planning needs, it is crucial to both identify and address challenges like:
- global family inheritance
- multi-national tax liabilities
- forced heirship rules/laws
- sovereign risk
- inflation protection
|
- ownership of cross-border businesses/assets
- pre-immigration planning
- limited access to insurance capacity & products
|
BEJS believes that international insurance solutions can uniquely help global clients achieve their long-term financial goals in today’s increasingly complex fiscal environment. With our in-house expertise and affiliation with M Financial Group, we work with wealthy global clients to protect, preserve, and grow their wealth, ensuring that it is passed on to the next generation as they intended.
M Financial’s international platform provides access to U.S. and international insurance products with global client support across five different segments of international insurance solutions.

This material is intended for informational purposes only and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, tax advisor or plan provider.
Experiences of clients with life insurance products will depend on their unique facts and circumstances and we cannot guarantee the same results for all clients.