The best-endowed firm in our sector measured by expertise

Private Clients
We guide clients, together with their advisors, in creating an effective bespoke strategy, depending on their home jurisdiction, to achieve their wealth planning objectives, including succession planning, control retention, security, and international portability.

Issuing new policies:
Gatsby & White approaches a client, or a prospect, only after appropriate introduction by his financial or legal adviser. When the framework of a life policy is agreed upon, a survey of the various insurance offerings is then established. Once the client has selected the preferred provider, the best terms and conditions are negotiated. Implementation of the policy is then supervised until the completion of the life insurance contract issuance process.

Business Partners
Our business partners are Wealth Managers and advisors including private banks, asset managers, family offices, law firms, tax consultants, notaries, corporate and trust service providers. A second line of business partners consists of life insurers specializing in wealth planning solutions.

Checking excisting policies
A full check of the intermediation status and the commission flow of a policy is conducted following a detailed review and an (often needed) adjustment all policy-related documents as well as the terms of the beneficiary clause or any other inheritance scheme in place.