INTERNATIONAL WEALTH SOLUTIONS · DEDICATED SUPPORT FOR LATIN AMERICAEN | ES | PT
Global 360 Solutions
GLOBAL DISTRIBUTION · EST. 2024

International wealth solutions, delivered through the advisors your clients trust.

We distribute best-in-class offshore insurance, trusts and investment solutions from leading global providers — with dedicated commercial and back-office support for Latin America.

CARRIER A·TRUST CO.·ASSET MGMT·PRIVATE BANK·LIFE INSURER
OUR VERTICALS

A 360° product shelf organized into four service verticals.

01 · PROTECTION

G360 Protection

International life insurance distribution desk — PPLI, universal life and whole life from top-rated global carriers, denominated in USD.

02 · LEGACY

G360 Legacy

Trusts, foundations and multigenerational succession planning across premium jurisdictions: Bahamas, Cayman, Panama and Liechtenstein.

03 · OFFSHORE

G360 Corporate

Offshore company formation, holding structures, fund administration and corporate vehicles for asset protection and international operations.

04 · INVESTMENTS

G360 Wealth

International investment advisory — managed portfolios, private credit, alternatives and curated platforms from leading global asset managers.

FOR PARTNERS

Built for the advisors, brokers and family offices of Latin America.

Our team combines access to world-class international structures with a dedicated commercial desk and bilingual back-office covering Brazil, Mexico, Colombia, Chile and beyond. You bring the client relationship — we deliver the international product, the paperwork and the follow-through.

◆ Onboarding & KYC support
◆ Dedicated account manager
◆ Multi-carrier product access
◆ Bilingual back-office (EN/ES/PT)
◆ Commission & revenue tracking
◆ Training & technical enablement

"Advisors don't need another provider — they need a partner who handles the international layer so they can focus on the client."

GLOBAL 360 SOLUTIONS · PARTNERSHIP DESK
360°
PRODUCT SHELF
15+
GLOBAL CARRIERS
12
COUNTRIES SERVED
5
LANGUAGES SUPPORTED
HOW IT WORKS

The advisor owns the relationship.
We own the international execution.

01

Partner onboarding

Agreement and full shelf access enabled within 5 business days.

02

Case submission

Advisor submits client profile and objective via the Partner Portal.

03

Structuring & quote

Our desk selects the right carrier and product, returns a proposal.

04

KYC & execution

Back-office handles documentation, underwriting and issuance.

05

Commission payout

Transparent ledger in the portal. Payouts on the 5th of each month.

PARTNERSHIP TIERS

Built to reward partners who grow with us.

ENTRY LEVEL

Silver

No volume threshold
Full shelf access
Shared account manager
Standard commissions
Partner Portal
Quarterly training
MOST CHOSEN

Gold

USD 2M+ annual premium
All Silver benefits
Dedicated account manager
Enhanced commissions
Priority back-office (2h SLA)
Co-branded marketing
Annual strategic meeting
TOP TIER

Platinum

USD 10M+ annual premium
All Gold benefits
Custom commission structure
Dedicated structuring team
Executive sponsor
Joint product development
Preferred carrier negotiation

Ready to add international solutions to your practice?

Partnership applications are reviewed by our commercial desk within 48 business hours.