We provide specialist brokerage and advisory services in relation to high-value life insurance for individuals, families, and their advisers. Our approach combines discretion, technical expertise, and access to leading international insurers.
Life insurance is a key component for wealth preservation, estate liquidity, and intergenerational planning. We advise clients on structuring and sourcing life insurance that aligns with their broader financial and estate planning requirement, including:
We work across the global insurance market to identify suitable carriers, negotiate terms, and secure optimal coverage tailored to each client’s needs. Our role is to act solely in the client’s interest — ensuring transparency, confidentiality, and competitive outcomes.
We act as an independent partner to family offices, corporates, and businesses, advising on the use of life insurance in wealth transfer, key-person protection, succession planning, and executive benefit structures.
Our services include:
Whether supporting a single-family office, a multi-generational enterprise, or a corporate group, our advice is objective, discreet, and strategically aligned with your long-term objectives.
We work closely with private banks, trustees, legal counsel, and tax advisers to ensure that each policy is properly structured and harmonised with the client’s overall planning framework. Our relationships are built on trust, confidentiality, and consistent delivery.
Sphere Private operates across multiple regions, with a team of seasoned insurance and wealth planning professionals dedicated to serving the unique needs of high net worth clients and their families. Our expertise, commitment, and personalized approach set us apart in delivering exceptional solutions globally.
We design tailored diversification strategies that balance risk and reward, ensuring your wealth remains protected and positioned for sustainable growth.
Our tailored life insurance solutions provide financial security, stability, and peace of mind — ensuring your loved ones are cared for today and well into the future.
Sphere Private specializes in creating seamless, compliant solutions that protect wealth, optimize tax efficiency, and ensure smooth wealth transfer.
Sphere Private offers tailored inheritance equalisation strategies to ensure a fair and harmonious distribution of wealth among heirs.
By combining security, stability, and flexibility, we ensure you can enjoy the lifestyle you envision while protecting your wealth and providing for future generations.
Sphere Private provides bespoke inheritance tax planning solutions to help you preserve wealth and maximize the legacy passed on to future generations
We provide discreet, relationship-driven corporate finance advice to businesses and shareholders. Our focus is on helping clients raise capital, execute transactions, and achieve their strategic and financial objectives with clarity, precision, and integrity.
We assist clients in securing the right form of capital to support growth, acquisitions, or restructuring. Our team advises on and arranges:
We guide clients through every stage of the process — from preparation and investor engagement to negotiation and completion — ensuring transactions are executed efficiently and confidentially.
We advise clients across the full transaction lifecycle, providing hands-on support and independent judgment. Our transaction experience includes:
Our partner-led approach ensures each transaction benefits from senior attention and practical insight, focused on achieving the best possible outcome for our clients.
As an independent advisory firm, we are free from institutional conflicts and entirely aligned with our clients’ interests. We value long-term relationships built on trust, discretion, and results.