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Sphere Private delivers bespoke life-insurance-based wealth planning for high net worth individuals, families, and advisers, with expertise in estate planning, wealth transfer, succession, and cross-border structuring. With 20+ years of experience, 500+ clients, and 500+ cross-border transactions, the firm presents itself as a discreet, relationship-led adviser for complex private wealth needs.
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Min project size
$1,000+
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Hourly rate
< $25 / hr
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Employees
2 - 9
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Year founded
Founded 2023
Service Lines
- Supply Chain Management
- 10%
- Manufacturing Consulting
- 5%
No Focus Areas have been added yet…
Industries
- Financial services
- 45%
- Advertising & marketing
- 20%
- Consumer products & services
- 20%
- Business services
- 10%
- Insurance
- 5%
Clients
- Enterprise (>$1B)
- 65%
- Small Business (<$10M)
- 20%
- Midmarket ($10M - $1B)
- 15%
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Our Story
Sphere Private delivers bespoke life-insurance-based wealth planning for high net worth individuals, families, and advisers, with expertise in estate planning, wealth transfer, succession, and cross-border structuring. With 20+ years of experience, 500+ clients, and 500+ cross-border transactions, the firm presents itself as a discreet, relationship-led adviser for complex private wealth needs.
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