J. Safra Inc.
Empower your legacy
J. Safra Inc. specializes in developing Wealth Planning solutions through Protection Assets that provide security for our clients, their families, and businesses.
EXCELLENCE AND EXPERTISE
The J. Safra Inc. difference
At J. Safra Inc., we pride ourselves on our legacy of expertise and excellence in service. We take a deep dive to understand your unique lifestyle, aspirations, and vision to help you design and implement a strategy to secure your wealth. Our privileged access to top-rated insurance carriers means you benefit from best-in-class products. Together, we will chart a path to a thriving and secure future.
UNIQUE APPROACH
We help you mitigate risks and protect your legacy
We take a holistic approach to understand your needs, perspectives, family, and business context - analyzing and evaluating existing assets and their structure. Our goal is to provide guidelines to strengthen asset integrity and generate lasting value.
PROTECTION ASSETS
Uncover the benefits of Protection Assets
The evolution of the financial world has given rise to new types of assets that expand the alternatives to generate and preserve wealth. Protection Assets are specifically designed to safeguard wealth against unforeseen risks and market uncertainties. Integrating Protection Assets into your portfolio can help you ensure the preservation of your assets and lay the foundation for a legacy that lasts for generations.PRODUCTS AND SERVICES
Explore our customized Wealth and Estate Planning solutions
Combining our access to top-rated insurance carriers, best-in-class products, and expertise, we design the best alternatives to help you protect and increase your legacy.Legacy Distribution
Our tailored solution allows you to secure the future of your family and loved ones and empower the next generation by facilitating a harmonious succession that meets your family’s specific needs.
Inheritance Protection
Several factors can negatively impact an inheritance. Through careful analysis and innovative strategies, our team of experts specializes in helping you strategically manage your inheritance, ensuring that it is not only protected but also optimized.
Gradual Transfer of Assets
Maintain control over your wealth while gradually transferring it to the next generation. This solution offers the opportunity to mitigate risk, such as market volatility, depreciation, and changes in legislation, while also allowing for financial optimization.
Buy and Sell Agreements
Protect your company’s future against unforeseen circumstances such as the passing of a founding partner. This solution can provide liquidity, support the well-being of founding partners’ families, and secure control of shareholding.
Permanent Indexed Products
Permanent Indexed Products offer a combination of security and growth potential. By linking a portion of the premium to the performance of a selected market index, these products enable you to capitalize on market upswings while safeguarding against potential downturns.
Private Placement Life Insurance (PPLI)
This highly sophisticated solution is designed for high-net-worth individuals and families who want to protect, plan, manage, and transfer their assets for the benefit of future generations while maintaining flexibility and liquidity.
Premium Finance¹
You can rely on our expert advisors to customize flexible financing options if you need to finance the insurance premiums.