Global Wealth Solutions

Global Services from Robinson Financial Group

RFG’s planning expertise extends beyond the U.S. We work with global clients in foreign jurisdictions, with a particular focus on citizens and residents of Israel.

Recognizing that high net worth global clients increasingly build their wealth across multiple borders, M Financial has created an international infrastructure that expands on the established success of its U.S.- based business and domestic sales to foreign nationals and expatriates. In order to help high net worth global clients grow, transfer, and preserve their financial legacies, five different segments of international insurance solutions are available: (1) U.S. domestic products, Bermuda-based universal life products, (3) offshore, (4) private placement products, neutral jurisdiction term/specialty products, and international corporate benefits, and (5) international corporate benefits.

As a Member Firm of M Financial Group, Robinson Financial is uniquely positioned to address the multifaceted needs of global clients with a broad array of international insurance solutions, case coordination and support, and access to unparalleled international resources and expertise.

Nov 2018 Conference, Tel Aviv

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