Succession Brochure | Global Succession Planning

SUCCESSION PLANNING AND WEALTH PRESERVATION

Established with a long-term and principled vision, Global Succession Planning (GSP) is dedicated to the design and implementation of sophisticated succession planning and wealth preservation strategies for high-net-worth and ultra-high-net-worth individuals and families. The firm specializes in insurance-based solutions structured to protect capital, ensure continuity, and preserve intergenerational legacies.

GSP maintains a disciplined and consultative approach grounded in a thorough understanding of each client’s objectives, circumstances, and long-term considerations. We address the inherent complexities of wealth preservation with a singular focus on safeguarding financial stability and facilitating efficient wealth transfer for future generations. Our capabilities extend across multiple jurisdictions, enabling the delivery of coordinated and consistent solutions on a global basis.

Our Specialty

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Creating liquidity for future needs

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Funding Creative Insurance Based Strategies

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Minimizing taxes

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Preserving Wealth or creating inheritance structures

Tax Advantages

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Asset protection while offering the option to defer taxes

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Additionally, we work with top international law firms to ensure all tax-related matters are in order and structured correctly for this strategy.

CLIENT CONSIDERATIONS

Our clients are typically sophisticated entrepreneurs, investors, and families with significant global exposure. From an underwriting perspective, clients must be in standard (well-controlled) or preferred health and be prepared to disclose relevant medical information as required.

Some of the most common needs for the purchasing of a life insurance policy may be a combination of one or more of the strategies listed below:

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Buy/Sell Agreements between partners

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Personal retirement

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Family Succession Planning

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Equitable distribution of assets

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Key Person in the Company

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Deferred compensation for senior executives or partners

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Insurance as an alternative asset class

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Sovereign Risk and Foreign Currency Diversification

Roger Eth

Managing Partner

Roger has spent the past 41 years working in International Banking, investments and life insurance-based strategies. After spending thirteen years in Madrid and Mexico City as The Representative and General Manager for The Bank of New York, Roger returned to the United States and had taken a position as a Managing Partner at Global Succession Planning, LLC. Roger specializes in providing customized estate planning/ insurance-based solutions to a select clientele.

Roger accomplishes his primary objective of providing his select clientele with a tailor made solution by working closely with each client, listening and understanding his clients’ needs.

Roger has a BA from the University of Wisconsin Madison and has a Masters from Georgetown University. During high school, college and graduate school, Roger studied abroad in Bogotá Colombia, Madrid Spain, and Quito Ecuador.

Mauricio Zepeda Carranza

Managing Partner

Mauricio has dedicated the past 43 years to rendering his services as an accomplished International Business Consultant to various enterprises engaged in transnational operations across the United States, Mexico, South and Central America, Europe, and Southeast Asia. His experience includes Corporate Strategy, Marketing, Business Development, Finance, Taxation and Insurance. He has contributed his consulting expertise to diverse industries, including Construction, Oil and Gas, Press, Banking, Entertainment, Information Technology, Real Estate, Insurance and Legal sectors, all at the international level.

Presently, Mauricio assumes the role of Managing Partner at Global Succession Planning, LLC. His primary focus lies in delivering innovative funding solutions geared towards succession planning and wealth preservation strategies. This commitment extends to catering to both individual and institutional clients, both domestically and internationally.

Self-pay

(using your own liquidity)

Self-pay tends to make more sense when:

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Liquidity is abundant and underutilized

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Investor prefers simplicity and certainty

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Estate plan does not require leverage efficiency

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Capital is sitting in low-yield assets (cash, T-bills, money markets)

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Risk tolerance is lower

Advantages

No interest-rate risk
No collateral calls
No lender counter party risk
Cleaner structure (especially for international families)
Higher certainty of outcome
Often better IRR when opportunity cost is low

Premium Finance

Premium finance allows clients to acquire substantial life insurance coverage without committing significant personal or business liquidity. The life insurance policy is utilized as collateral to secure financing for premium payments.

Financing may be obtained through As GSP has high level alliances with the finest and the highest rated US banks (private, commercial and investment banks), we can assist our clients in obtaining the necessary funds for Premium Finance strategies.

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Finance up to 100% of required premiums

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Benefit from potential positive arbitrage between loan costs and policy crediting rates

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Preserve capital for alternative investments or operating needs

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Acquire life, liquidity, or growth-oriented insurance assets using borrowed capital

Advantages

Preserves deployable capital
Allows insurance to be funded with borrowed dollars
Can materially improve capital efficiency
Often attractive for global families seeking USD-based guarantees
Keeps liquidity available for:
- Business expansion
- Opportunistic investments
- Family needs