Our Solutions

Crown Global: Your Trusted Wealth Management Partner

At Crown Global, we go beyond the ordinary to provide individuals and institutions with sophisticated and tailor-made solutions for creating, growing, and safeguarding wealth through specialized private placement life insurance and annuity solutions.

Our team collaborates closely with each client and their trusted advisors to craft a customized strategy to address wealth management, financial planning and asset-protection needs. With Crown Global, you will find a powerful ally that strives to exceed each client’s financial and family estate planning goals.

Crown Global products also offer an advantage to fund managers, making their investments more enticing and capital-raising efforts more successful. Our expertise and tailored solutions make Crown Global an invaluable partner for managers looking to attract investors and propel their financial endeavors to new heights.

We take pride in our thorough due diligence process, coupled with our ability to navigate complex regulatory landscapes associated with the products we offer. With our firm commitment to distinction, we run on a global scale, ensuring our clients receive top-notch service from our best-in-class front and back-office operations.

Crown operates differently than other insurance companies. We are your partner, not simply your vendor. We aim at delivering unrivaled insurance solutions that empower you to prosper in a rapidly changing world. Trust us to take your life insurance to the next level.

* The information presented here is not an offer to purchase or the solicitation of an offer to purchase an investment product and under no circumstances should be construed as a prospectus or advertisement. Investors should consider the investment objectives, contract features, risks, charges and expenses of the products carefully before investing. No offer or solicitation of an offer to purchase the variable annuity or variable life insurance product can be made except pursuant to the private placement memorandum, prepared specifically for that purpose.

Not all Crown Global companies do business in all jurisdictions and insurance products and services are not available in all jurisdictions.

Contact us to discuss how Crown Global’s innovative investment products and strategies can help you grow, manage and preserve your assets.

Our Solution Offering

Delivering sophisticated capital management tools as part of an integrated strategy to create, protect and grow wealth for individuals, family offices and institutions.

  • Family Offices:

    Crown Global allows clients to invest in a robust platform of global assets that can be structured efficiently to enhance growth and best meet their needs regarding wealth management and transfer of wealth.

    Trustees:

    Crown Global’s wealth planning structures work in partnership with most trust designs to create income and estate tax benefits. Additionally, Crown Global’s insurance solutions can avoid unnecessarily long probates by directing proceeds to either a trust or other designated beneficiaries. These solutions also address increasingly overlooked planning opportunities for HNW immigrants relocating to the U.S. or for non-U.S. clients with a U.S. nexus.

    Global Investment Platform:

    Crown Global gives clients access to a wide choice of both onshore and offshore investments as well as access to insurance-dedicated investment strategies, offered by approved investment advisors as part of an independent, open-architecture platform. By utilizing the appropriate Crown Global insurance solution, clients may pass investments to beneficiaries more efficiently.

  • Crown Global enables the purchase of a broad array of investment funds through insurance-enabled investment strategies. Our solution offerings are designed to provide advantages typically unavailable through traditional insurance providers.

    Tax-Exempt & Sovereign Organizations:

    Tax-exempt investors generally are taxed on investment income considered to be Unrelated Business Taxable Income (“UBTI”) or Effectively Connected Income (“ECI”). Certain Crown Global insurance solutions are designed to minimize the impact of UBTI and ECI, allowing for fewer constraints in the allocation process.

    Nuclear Decommissioning:

    Nuclear decommissioning trusts (“NDT”) face tax inefficiencies that impact their long-term ability to meet obligations. A Crown Global structure can optimize taxation and provide a payment stream timed to meet obligations.

    Alternative to BOLI & COLI:

    Crown Global vehicles can more effectively meet the needs of traditional bank-owned and corporate-owned life insurance purchasers. Absent any mortality costs and providing for unlimited investment, payments can be better timed to liabilities, while simplifying accounting treatment.

  • Deferred Compensation & Executive Benefits:

    Crown Global insurance products complement compensation plans to permit the deferral of fund management and incentive fees. The value of the deferral is linked to the performance of the manager’s fund or third-party funds and is designed to be passed efficiently to the manager’s beneficiaries.

    Fund managers can utilize this strategy as a retention and reward tool for employees. Linking compensation deferrals to the value of the fund improves alignment with investors. Crown Global’s portable structures can likewise be integrated into personal wealth planning.

    Fund Raising:

    Crown Global assists fund managers by providing tools designed to facilitate fundraising. We can deliver effective insurance-based vehicles for various fund investors, including U.S. taxable investors, U.S. non-profits, foreign individuals and sovereign wealth funds.

    Estate Planning:

    Crown Global provides tailor-made life insurance solutions to optimize estate planning and aid in the transfer of wealth over generations. Life insurance solutions are often held by trusts or other estate planning entities, but can be owned by an individual depending on a client’s needs and preferences.

  • Crown Global offers customized life insurance solutions for global wealth planning involving a U.S. nexus.

    Pre-Immigration:

    Crown Global allows individuals and families immigrating to the U.S. to plan and structure wealth taking income and estate taxes into account. Several of our life insurance-enabled solutions permit the movement of a large sum of capital efficiently into the U.S.

    U.S. Expatriate:

    U.S. Persons living outside of the U.S. face a variety of complex, multi-jurisdictional income, reporting, and tax planning challenges. Crown Global reduces these burdens by providing customized life insurance solutions.

    U.S. Person Relative:

    A spouse, child, parent or other relative who is or plans to become a U.S. Person creates income, estate, reporting, and tax planning hazards. Crown Global is highly experienced in developing solutions for these client situations.

    Non-U.S. Financial Institutions:

    Many non-U.S. financial institutions are unable to maintain accounts belonging to U.S. Persons. Crown Global provides the ability for some foreign financial institutions to maintain these customer relationships by inserting insurance solutions made to fit the clients’ and institutions’ needs.