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Client Ref.: 46.521
Client and project challenges
Family Office with an estimated net worth of around €1,430M currently, with two family branches. We manage and advise the insurance program of one of these branches.
<!– wpml:html_fragment –> Arrangement, review and unification of insurance contracts for better control and disposition. In the fields of real estate assets, social welfare and personal insurance and family governance.
<!– wpml:html_fragment –> Arrangement, review and unification of insurance contracts for better control and disposition. In the fields of real estate assets, social welfare and personal insurance and family governance.
Our work and approach
Development of policy architecture, negotiation and implementation of monthly annuity contracts for family members who were no longer part of the “Family Council”.
<!– wpml:html_fragment –> Design of a “whole life” insurance collective as an immediate treasury mechanism for the payment of inheritance tax. Collectivize the medical insurance of all family members with the objective of improving costs and achieving an increase in reimbursement coverage limits, in order to be able to face amounts of serious pathologies treated abroad.
<!– wpml:html_fragment –> Implementation of life insurance group whose purpose is the repurchase of shares in case of death of one of the family members. Insurance of the art fund in a specialized insurance company, analyzing in depth the rotation of the collection, assignment to exhibitions and territorial scope, transport and custody.
<!– wpml:html_fragment –> Design of a “whole life” insurance collective as an immediate treasury mechanism for the payment of inheritance tax. Collectivize the medical insurance of all family members with the objective of improving costs and achieving an increase in reimbursement coverage limits, in order to be able to face amounts of serious pathologies treated abroad.
<!– wpml:html_fragment –> Implementation of life insurance group whose purpose is the repurchase of shares in case of death of one of the family members. Insurance of the art fund in a specialized insurance company, analyzing in depth the rotation of the collection, assignment to exhibitions and territorial scope, transport and custody.
Results
In view of the planned drop in income of the members who ceased to receive all of their previous benefits, compensation in a percentage through insurance instruments.
<!– wpml:html_fragment –> Provision of liquidity to meet fiscal commitments: inheritance tax. Treatment of serious pathologies in reference medical centers in the U.S.A. Implementation of group life insurance, aligned with situations foreseen in the Family Protocol.
<!– wpml:html_fragment –> Real estate insurance: transfer nominated risk policies to “all risk” policies.
<!– wpml:html_fragment –> Renegotiation of all insurance on real estate assets: buildings, homes and homeowners’ associations. At the level of assets intended for rental, due to their large volume, we recommend the advantages of unification in one or few contracts that integrate and unify the many risks that may be insured by individual policy.
<!– wpml:html_fragment –> Provision of liquidity to meet fiscal commitments: inheritance tax. Treatment of serious pathologies in reference medical centers in the U.S.A. Implementation of group life insurance, aligned with situations foreseen in the Family Protocol.
<!– wpml:html_fragment –> Real estate insurance: transfer nominated risk policies to “all risk” policies.
<!– wpml:html_fragment –> Renegotiation of all insurance on real estate assets: buildings, homes and homeowners’ associations. At the level of assets intended for rental, due to their large volume, we recommend the advantages of unification in one or few contracts that integrate and unify the many risks that may be insured by individual policy.
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