DR Asset Planning works with a fully independent and privately owned life insurance company, applying an open architecture model designed to suit wealth management, tax planning and asset protection for individuals with high net worth. We offer Private Placement Life Insurance (PPLI) life insurance solutions, using the services of highly qualified and independent service providers. Our business partners are financial institutions regulated in a stable and strong regulatory environment.
News
23 de October de 2025
We are honored to share that DR Asset Planning is eligible to be nominated for Corporate Services Provider of the Year at the 2025 Financial Services […]
23 de October de 2025
The Supreme Federal Court (STF) has resumed deliberations on an issue of great importance for Brazil’s corporate and wealth management landscape: the immunity from ITBI (Tax […]
23 de October de 2025
A New Era of Transparency: How Switzerland’s AML Reform Reflects a Global Shift in Wealth Governance
Switzerland’s Federal Council has opened consultations on extending the country’s Anti-Money Laundering Act (AMLA) to cover professionals who advise on the creation and structuring of legal […]