About GPG
Global Planning Group (GPG) is an independent advisory firm specializing in risk management and insurance based wealth transfer solutions for ultra-high net worth (UHNW) individuals and families. Because each client’s needs and objectives are unique, our team of premier specialists works with clients and their advisors to craft custom insurance and business solutions to help accumulate and preserve their wealth, plan for business continuity and meet other planning needs. GPG recognizes the growth of UHNW wealth created by the current economic environment. We are entering a new and unprecedented era of global family wealth transfers and planned giving. Our goal is to provide the needed resources and services, to assist the UHNW with sound insurance based planning solutions as well as proactively monitoring the plan in the event of a change in circumstances. We will work tirelessly to ensure the most efficient transfer of wealth to future generations.
GPG works with NFP Insurance Solutions and NFP Insurance Services, Inc., to leverage their expertise and access products necessary to implement solutions for a variety of objectives. Our experience working with UHNW multigenerational families and businesses, combined with our institutional scale and international expertise, results in a platform that multinational clients can rely on for their wealth planning solutions. Our multicultural and multilingual team has had the honor and pleasure to serve as advisors to some of the most financially influential families, both in the United States and globally. GPG has also developed professional strategic alliances with several major private banks, law firms and CPA firms on a global scale. These alliances focus on a belief that the insurance professional should be a necessary and trusted part of a professional advisory team. Through our participation in the planning process and the expertise we provide, we add value to, as well as, strengthen your relationship with your most important clients.
