Providing International Insurance Protections to the World
We have a simple goal at ProsperityQB — to help protect and enhance the legacies of affluent internationals. Our unique structure and access to insurance products around the globe allow us to offer significant levels of protection to individuals and families across all continents.
Global Wealth Transfer Planning
We offer structured solutions for multijurisdictional estate plans, including:
- Creating liquidity for holdings in countries with estate and/or inheritance taxes
- Protecting wealth through strong dollar-denominated asset classes held in tax-neutral jurisdictions
- Equalizing inheritances related to succession planning and forced heirships
- Securing legacies through significant philanthropic endowments
Multinational Corporation Planning
We also specialize in succession designs and key employee retention strategies:
- Developing bonus arrangements for executives and key staff
- Injecting liquidity into companies due to projected hardships related to the loss of important employees
- Balancing values to inheritors for those in and outside of family businesses
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Global Reach
We have direct relationships with best-in-class insurers extending from Bermuda, the Cayman Islands and Canada to the United Kingdom and the United States. This reach gives us the ability to extend several classes of life insurance and annuity coverage to those residing in over 150 countries.
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Tailored Approach
Our goal is to design and implement insurance-based solutions that fit specific needs, and to help develop structured portfolios of flexible insurance with capacity exceeding US$200 million.
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Expertise
By working with us, you’ll have access to all of our expertise and resources, including top talent in international wealth planning, financial instruments, finance, analytics, research, underwriting and compliance — resulting in high-touch service and customized solutions.
LIFE INSURANCE
We’ll help you establish an enduring legacy through estate planning, business succession planning, philanthropic strategies and personal wealth management.
INTERNATIONAL LIFE INSURANCE
We can help you develop strategies to structure and protect your worldwide wealth, navigating potentially complex multinational and multijurisdictional challenges.
LONG TERM CARE (LTG) LIFE INSURANCE
While you may not know what’s around the corner, the good news is that there are ways to plan for the future — and your ProsperityQB advisor can help.
PERSONAL INSURANCE
We’re committed to building you a discreetly brokered program that’s comprehensive enough to prepare you for the challenges you never saw coming.



