1395 Brickell Avenue Suite 800, Miami, FL 33131
Sophós Advisors is an independent consulting firm specialized in risk management and international insurance as a tool within a wealth and estate planning context. We advise high net worth families and businesses on how to use diverse risk management tools to achieve different planning objectives, with particular expertise in life insurance solutions as a wealth transfer planning tool and captive insurance program set up and management.
Because each family and business group has different needs and lives through different challenges, our bespoke insurance products and programs are best-in-class and are issued from multiple jurisdictions, each with its own specific characteristics and benefits.
I am a senior executive with extensive experience in international insurance in the wealth management context.
After having accumulated years of practical experience as an international insurance advisor, and having worked for the market place biggest players as advisor to wealthy families; their businesses; and the most renowned international financial institutions, I took the decision of growing my trajectory as an insurance advisor, and co-founded Sophós, an independent consulting firm specialized in risk management and international insurance as a tool within a wealth an estate planning context.
Headquartered in Miami, we are and independent platform where insurance and risk management providers from diverse backgrounds, such as life insurance, property & casualty and captive insurance meet, to provide families and business groups with the necessary tools to meet their diverse risk management requirements.
σοφός (Sophós) refers to a person with deep knowledge in a specific subject. Refers to someone who acts with wisdom and good sense.