About GPG
Global Planning Group (GPG) is an independent advisory firm specializing in risk management and insurance based wealth transfer solutions for ultra-high net worth (UHNW) individuals and families. Because each client’s needs and objectives are unique, our team of premier specialists works with clients and their advisors to craft custom insurance and business solutions to help accumulate and preserve their wealth, plan for business continuity and meet other planning needs. GPG recognizes the growth of UHNW wealth created by the current economic environment. We are entering a new and unprecedented era of global family wealth transfers and planned giving. Our goal is to provide the needed resources and services, to assist the UHNW with sound insurance based planning solutions as well as proactively monitoring the plan in the event of a change in circumstances. We will work tirelessly to ensure the most efficient transfer of wealth to future generations.
GPG works with NFP, an Aon company, to leverage their expertise and access products necessary to implement solutions for a variety of objectives. Our experience working with UHNW multigenerational families and businesses, combined with our institutional scale and international expertise, results in a platform that multinational clients can rely on for their wealth planning solutions. Our multicultural and multilingual team has had the honor and pleasure to serve as advisors to some of the most financially influential families, both in the United States and globally.
