Family and income continuity
We review dependents, expenses, debts and life goals, sizing life protection around the needs you want to maintain for your family.
← Insurance for you
Wealth protection
A complete view of the wealth you have built. We bring your family, property, businesses and responsibilities together in a 360-degree insurance review.
Explore the next step ↓
Wealth protection
Or talk on WhatsApp Express quote
Leave your details. Let’s find your cover.
A complete view.
Family wealth may span property, business interests, partnerships and personal assets. Their risks are connected too. Our wealth protection advice brings those relationships together to identify protection needs and policy coordination. It is an insurance assessment built around your life and objectives.
-
01Income and health 01 / 03Family at the centre.
Health and international care
We assess the impact of major illness on existing protection and wealth, comparing medical scope with where you live and seek treatment.
-
02Property and special assets 02 / 03What you have built.
Property and contents
We organize homes, declared assets and occupancy responsibilities, reviewing values and coordination between buildings, condominiums and individual contents.
Specialist assets
Jewelry, art and boats need inventories and individual review. We include them in the wealth map and seek appropriate specific proposals.
-
03Business, partners and liability 03 / 03Your life is connected, too.
Businesses and partners
We identify ownership interests, key-person dependencies and partner commitments, coordinating insurance assessment with your business advisers.
Personal and management liabilities
Private-life liability differs from running a business. We review each exposure and the policies that could be coordinated.
Each proposal has its own scope. Before you choose, we confirm the benefits and limits offered and explain them to you.
Connections matter as much as assets.
Property may belong to a company; a family may depend on business income and that business on a key partner. Looking at policies separately can hide these relationships. We organize people, entities, assets and commitments to understand events affecting the whole and the resources needing protection.
We then review existing policyholders, beneficiaries and objectives. Life, health, property and liability serve different functions. Corporate agreements and legal or tax decisions are coordinated with your advisers. The insurance review can evolve as life, assets and businesses change.
Start with your situation
What we review together.
These details help us ask the right questions and compare like with like. We can start with a conversation and help you organize the documents.
- Map of family, dependents, assets and business interests.
- Current policies, values, debts and commitments to partners or lenders.
- Objectives, budget and advisers involved in coordination.
How Mint helps
We take time to understand what you need, present the details to insurers and compare proposals with you. Before you choose, we explain the cover, limits and cost. Then we stay by your side for changes, claims and renewals, with a team you can talk to.
Talk to an adviserBefore you decide.
Is it one policy covering everything?
It is a coordinated advisory review. It can organize separate policies and explain each one’s role rather than treating wealth, health and liabilities as one risk.
Does it include investment management or estate documents?
Our review focuses on insurance. Where goals require legal, tax or investment decisions, we coordinate with your advisers so insurance supports the agreed plan.
Can the review address assets in several companies?
Yes. We organize entities, ownership and interests to assess their relationship to insurance, coordinating legal structure with your advisers.
When should the review be revisited?
Family changes, major purchases, new partners and business expansion are useful triggers, alongside renewal.
Let’s review
the full picture.
Let’s talk about what you have built and what you want to protect. We help you decide on the next step with a complete perspective.
WhatsApp +507 6206-0087 ↗