Do you want to know if Private Insurance is the right fit for your situation?
Or do you already hold a policy and want to assess whether it still delivers value in today’s market?

1) Fit Assessment

We evaluate whether Private Insurance is the right solution for you:

• Objectives & profile: protection, tax efficiency, estate planning, family governance.
• Tax status & residency: eligibility, cross-border portability, EU compliance.
• Investment framework: investable universe, risk, reporting, expected costs.

Deliverable: a feasibility memo outlining pros and cons, alternatives, and recommended next steps.

2) Policy Check-up (existing policies)

We assess whether your policy remains relevant and competitive:

• Coverage vs. objectives and net performance (after costs).
• Loadings & fees: benchmarked against market levels, with negotiable terms identified.
• Structure & governance: beneficiaries, clauses, reporting, and adjustment options.

Outcome: keep / realign / optimize.
Possible actions: cost review, line switches, clause upgrades, reallocations, or potential migration.

What you get

• Independent assessment with clear, data-driven insights.
• Market benchmark on costs, service levels, and available alternatives.
• Action plan with defined steps, timelines, and expected impacts.

Our process

1. Initial brief
2. Document collection & technical analysis
3. Feedback session with efficiency scorecard and recommendations
4. Execution, coordinated with tax and legal specialists where required

Note: this analysis does not replace tax or legal advice; specialist aspects are handled with accredited partners