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bespoke life-insurance-based wealth planning

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.

  • Min project size
    $1,000+
  • Hourly rate
    < $25 / hr
  • Employees
    2 - 9
  • Year founded
    Founded 2023

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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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