November 8, 2018
María and Juan are in their sixties and reside in Latin America.
They would like to invest part of their wealth they accumulated through the years, on Real Estate investments located on the Mediterranean Coast and to make sure it benefits their family members when the time comes.
To do so, they’ve been advised to channel their Real Estate investments through a life assurance solution.
Check out our video about the wealth planning solution for the García family!
María and Juan chose OneLife as their insurer. This allows them to have a dedicated Wealth Structurer and Real Estate Experts who accompany them in the process.
The customised investment structure that the García family and OneLife agreed on is portable, tax efficient and flexible. Moreover, their personal wishes regarding succession planning will be respected.
To find out what the detailed solution for the García family is click => here !
