Wealth Management
Diversified portfolios balancing security, liquidity, and global growth across onshore and offshore channels with clear, transparent reporting.
Grow & Protect
Your Global Wealth
iGlobal Investments helps cross-border professionals and families plan wealth, retirement, insurance, and legacy — with global reach and compliant structures.
- Global Wealth Strategies
- Licensed Insurance Partners
- Retirement & Legacy Planning
Quick Advisory Request
Tell us your goals — we’ll outline a tailored investment and protection plan.
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Our Core Solutions
From global wealth strategies to insurance, retirement, and legacy planning — iGlobal delivers comprehensive financial solutions for cross-border professionals and families.
Discover Your Plan
Legacy & Estate Planning
Design a tax-efficient legacy using trusts, foundations, and cross-border wealth-transfer strategies aligned to your family structure.
Retirement Solutions (IUL & 401k Alternatives)
Indexed Universal Life and flexible retirement programs combining growth, protection, and international portability.
Insurance & Risk Management
Protect what matters most with global life, health, key-person, and income-protection coverage for families and founders.
International Investments
Access real estate, private equity, and alternative assets through vetted, regulation-aligned international partners.
Simple • Structured • Ongoing Support
How It Works
A clear four-step journey — from first conversation to long-term optimization.
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01
Consultation
Clarify your objectives, timelines, and jurisdictions in a private, secure conversation.
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02
Strategy Design
We map a tailored plan across insurance, retirement, wealth, and cross-border structures.
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03
Implementation
Onboarding, documentation, and carrier selection handled with full compliance.
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04
Optimization
Annual reviews, performance checks, and life-event updates to keep your plan on track.
15
Countries Served
250+
Clients Advised
14 days
Avg. Setup Time
24/7
Client Support
Trusted • Compliant • Global
Why Choose iGlobal Investments
Your financial strategy deserves more than a portfolio — it deserves a partner. At iGlobal, every plan blends security, compliance, and opportunity across borders.
- Cross-border expertise for professionals, founders, and families.
- Regulated, transparent structures with clear reporting.
- Long-term advisory, not one-off product selling.
Global Reach
Onshore & offshore channels with localized expertise in 15+ countries.
Advisory Excellence
Certified specialists tailoring wealth & protection strategies to your goals.
Compliance & Transparency
Regulated, tax-efficient structures aligned to jurisdictional frameworks.
Security & Privacy
Bank-grade protection and discreet servicing to safeguard your legacy.
Success Stories
“ iGlobal helped us transition our assets across borders with clarity and speed — zero disruption. — Amira S., Tech Executive
15
Countries Served
250+
Clients Advised
Clarity • Transparency • Guidance
Frequently Asked Questions
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.
Let’s Build Your Global Financial Future
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- Confidential & compliant
- Cross-border expertise
- No obligation