Wealth Management
Diversified portfolios balancing security, liquidity, and global growth across onshore and offshore channels with clear, transparent reporting.
Wealth • Investments • Insurance • Legacy
iGlobal Investments helps cross-border professionals and families plan wealth, retirement, insurance, and legacy — with global reach and compliant structures.
From global wealth strategies to insurance, retirement, and legacy planning — iGlobal delivers comprehensive financial solutions for cross-border professionals and families.
Discover Your Plan
Diversified portfolios balancing security, liquidity, and global growth across onshore and offshore channels with clear, transparent reporting.
Design a tax-efficient legacy using trusts, foundations, and cross-border wealth-transfer strategies aligned to your family structure.
Indexed Universal Life and flexible retirement programs combining growth, protection, and international portability.
Protect what matters most with global life, health, key-person, and income-protection coverage for families and founders.
Access real estate, private equity, and alternative assets through vetted, regulation-aligned international partners.
Simple • Structured • Ongoing Support
A clear four-step journey — from first conversation to long-term optimization.
Clarify your objectives, timelines, and jurisdictions in a private, secure conversation.
We map a tailored plan across insurance, retirement, wealth, and cross-border structures.
Onboarding, documentation, and carrier selection handled with full compliance.
Annual reviews, performance checks, and life-event updates to keep your plan on track.
Trusted • Compliant • Global
Your financial strategy deserves more than a portfolio — it deserves a partner. At iGlobal, every plan blends security, compliance, and opportunity across borders.
Onshore & offshore channels with localized expertise in 15+ countries.
Certified specialists tailoring wealth & protection strategies to your goals.
Regulated, tax-efficient structures aligned to jurisdictional frameworks.
Bank-grade protection and discreet servicing to safeguard your legacy.
“ iGlobal helped us transition our assets across borders with clarity and speed — zero disruption. — Amira S., Tech Executive
Clarity • Transparency • Guidance
Straight answers to the things people ask us most about IUL, cross-border planning, and how iGlobal works with you over time.
Talk to an AdvisorIndexed Universal Life is a life policy with a cash value that credits interest based on a market index (e.g., S&P 500) using floors and caps. It targets long-term, tax-advantaged growth with downside protection.
Yes. We support mobile professionals and families with compliant structures that remain valid across relocations, including banking, insurance, and estate tools.
Both. We assess suitability, design a plan, and then execute it end-to-end (accounts, paperwork, carrier selection), with ongoing reviews.
Fees depend on the solution (advisory/asset mgmt/insurance). We disclose costs up front and avoid hidden charges. You’ll receive a simple fee summary before you proceed.
Absolutely. We often collaborate with private banks, legal counsel, and family offices to ensure everything is aligned and documented correctly.
After an initial consultation, most clients receive a plan within a week. Typical setup for accounts/structures is ~14 days, subject to jurisdictional checks.
Your wealth deserves a strategy as ambitious as you are. Speak with an advisor and get a tailored plan for investments, insurance, and legacy—built for life across borders.
Book a Free Consultation