SERVICES

Business Continuity Strategy

How do you protect a company or a business in the event of the death of its key executive or a direct associate?

The loss to the firm is recovered through the insured sum claimed by its company through a life insurance. Our partnership with global life insurance companies will accept arrangements as specific as this for they themselves know the importance of keeping and maintaining the existence of a sound company.

Keyman Insurance

How do you protect a company or a business in the event of the death of its key executive or a direct associate?

The loss to the firm is recovered through the insured sum claimed by its company through a life insurance. Our partnership with global life insurance companies will accept arrangements as specific as this for they themselves know the importance of keeping and maintaining the existence of a sound company.

Income Protection

Connecting you with the finest financial institutions to invest with and professional fund managers who will look after your fund’s performance.

Estate Planning

Have you faced the task of preparing how your assets will be apportioned to your heirs and how they will settle estate taxes? 

Lawyers on estate planning will be there to map out and identify your instructions. We can refer you to professionals who can provide you withoptions that would answer the monetary side of the equation. Setting aside the financial obligations for your estate planning will bear an easier way for your family and loved ones, when transferring the assets to those who deserve so. 

Savings & Investments

Set aside a portion of your excess funds in an account (or several accounts) and have it participate in different markets worldwide without worrying about monitoring it hourly, daily, weekly or monthly in big stock markets.

We can refer you to professionals who can provide you with a unique platform with funds distribution that can manage extensive and massive assets under our care. Let us assist you in achieving your financial goals.

Trust Account/Fund

How would you have control over your assets beyond your lifetime? Setting a personal or family Trust Account would determine how exactly you would want your wealth to be allocated and enjoyed by the people who deserve to do so. Our affiliation with several Trust companies will help you achieve your wishes.

Savings & Investments

What will happen to the loved ones who will be left behind on an individual’s untimely passing? Together with our distinguished insurers, we commit our presence with the families and loved ones, ensuring them of protection in case of financial loss.

Company History

As always, partners grows with you!

Establishment of the company

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Acquisition of MPCS

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Strength of the Relationship

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Together we build

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Why Choose Us

Customer value chain

Investment Process

We do not believe that model portfolios or, one size fits all, is consistent with our mission to provide a high level of client service and customization to each portfolio.e a high level of client service and customization to each portfolio.e a high level of client service and customization to each portfolio.

Our Approach

We do not believe that model portfolios or, one size fits all, is consistent with our mission to provide a high level of client service and customization to each portfolio.e a high level of client service and customization to each portfolio.e a high level of client service and customization to each portfolio.

Business planning

We do not believe that model portfolios or, one size fits all, is consistent with our mission to provide a high level of client service and customization to each portfolio.e a high level of client service and customization to each portfolio.e a high level of client service and customization to each portfolio.

Customized Solutions

We do not believe that model portfolios or, one size fits all, is consistent with our mission to provide a high level of client service and customization to each portfolio.e a high level of client service and customization to each portfolio.e a high level of client service and customization to each portfolio.

Selective Strategies

We do not believe that model portfolios or, one size fits all, is consistent with our mission to provide a high level of client service and customization to each portfolio.e a high level of client service and customization to each portfolio.e a high level of client service and customization to each portfolio.

Find an Advisor

Our financial advisers always help you

DISCLAIMER

Any data accessed on this website may not be available and/or applicable in the jurisdiction in which you are located. Some of the information relating to our partners/alliances is subject to their terms and conditions. If you wish to access this website, you fully understand that there are applicable rules and regulations determined by the country where Benjamin and Michael, Ltd. is registered.

Any fund documents, models and other statistics are intended purely for reference and does not constitute an offer or solicitation.

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