Experience. Capabilities. Results.

International Planning Group (IPG) is a leader in the development of life insurance based wealth structuring and transfer planning solutions for high net worth individuals and families, as well as a pioneer in the design and funding of executive benefit solutions for companies worldwide.

Insurance

International Planning Group

Agustin Perez

Martin Klein -

Karina Cuba

David Franklin

Jon Michael Baker

Ramiro Curiel

The Financial Planning and Professional Services team at International Planning Group (IPG) provides expert guidance in estate planning, wealth structuring, and transfer solutions for high net worth clients. The team collaborates closely to design customized life insurance strategies and executive benefit solutions, ensuring optimal financial outcomes for individuals, families, and companies globally.

Financial Planning and Professional Services

Leadership Team

Financial Planning and Professional Services

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Leadership Team