BFI serves as your representative and advisor. We have a 20+ years of expertise in advising private individuals and families on the different matters that surround PPLI. Our contribution is best compared to that of a general contractor. Together with our clients, we analyze their needs and objectives and design a PPLI plan. We then coordinate the implementation of the PPLI structure with the different parties: the insurer, the bank(s), the investment adviser, fiduciaries as needed, etc.
Once established, BFI monitors and administers the structures and provides with transparent and timely performance reports. Our overall array of services provides our clients with a one-stop, family office type of relationship.