At RM Legacy Group we offer far more than insurance.
We deliver thoughtful, bespoke structures designed to preserve, protect, and enhance wealth across generations.
Start your journey with us today.
Our solutions integrate seamlessly into estate planning, family governance, business succession, and long-term financial frameworks — ensuring your vision, values, and assets are protected and positioned to endure.
SHARE
Insurance, when designed intelligently, becomes more than protection.
It transforms into a strategic asset. It safeguards wealth from lawsuits, creditors, and taxes, provides liquidity exactly when needed, enhances estate transfer efficiency, and supports philanthropic and family governance goals.
Through our expertise, insurance becomes a dynamic and enduring pillar of wealth strategy.
When Insurance Becomes Strategy
We integrate intelligent insurance strategies into the broader architecture of wealth, estate, tax, and legacy planning. Our role is to help ensure your life’s work is safeguarded, preserved, and positioned to benefit generations to come.
A shield against litigation, creditors, and taxation.
A provider of liquidity at precisely the right moment.
An enhancer of estate transfer and wealth distribution efficiency.
A dynamic asset that evolves as goals shift and generations change.
A dynamic asset that evolves as goals shift and generations change.
A dynamic asset that evolves as goals shift and generations change.
Through intelligent design and proactive management, insurance becomes a trusted and essential component of generational planning — quietly working in the background to protect, preserve, and enable.
Thoughtful design. Enduring impact. A legacy crafted for generations.
At RM Legacy Group, we do more than design insurance structures — we create bespoke solutions that quietly form the cornerstone of enduring legacies. Our clients entrust us to help them navigate complex planning landscapes with clarity, precision, and purpose.
At RM Legacy Group, insurance is never treated as a product — it is designed as a strategic instrument within your wealth plan. Our clients engage us to transform insurance into:
What We Offer
Expert guidance that empowers clients to make informed decisions and maximize policy value.
Bespoke Life Insurance Architecture
It transforms into a strategic asset. It safeguards wealth from lawsuits, creditors, and taxes, provides liquidity exactly when needed, enhances estate transfer efficiency, and supports philanthropic and family governance goals.
Through our expertise, insurance becomes a dynamic and enduring pillar of wealth strategy.
In-Force Policy Review & Optimization
It transforms into a strategic asset. It safeguards wealth from lawsuits, creditors, and taxes, provides liquidity exactly when needed, enhances estate transfer efficiency, and supports philanthropic and family governance goals.
Through our expertise, insurance becomes a dynamic and enduring pillar of wealth strategy.
Legacy, Estate, and Family Governance Integration
It transforms into a strategic asset. It safeguards wealth from lawsuits, creditors, and taxes, provides liquidity exactly when needed, enhances estate transfer efficiency, and supports philanthropic and family governance goals.
Through our expertise, insurance becomes a dynamic and enduring pillar of wealth strategy.
Tax-Efficient Liquidity and Distribution Planning
It transforms into a strategic asset. It safeguards wealth from lawsuits, creditors, and taxes, provides liquidity exactly when needed, enhances estate transfer efficiency, and supports philanthropic and family governance goals.
Through our expertise, insurance becomes a dynamic and enduring pillar of wealth strategy.
Asset Protection and Risk Mitigation
It transforms into a strategic asset. It safeguards wealth from lawsuits, creditors, and taxes, provides liquidity exactly when needed, enhances estate transfer efficiency, and supports philanthropic and family governance goals.
Through our expertise, insurance becomes a dynamic and enduring pillar of wealth strategy.
Ongoing Advisory and Lifetime Stewardship
It transforms into a strategic asset. It safeguards wealth from lawsuits, creditors, and taxes, provides liquidity exactly when needed, enhances estate transfer efficiency, and supports philanthropic and family governance goals.
Through our expertise, insurance becomes a dynamic and enduring pillar of wealth strategy.
Additional bespoke strategies
It transforms into a strategic asset. It safeguards wealth from lawsuits, creditors, and taxes, provides liquidity exactly when needed, enhances estate transfer efficiency, and supports philanthropic and family governance goals.
Through our expertise, insurance becomes a dynamic and enduring pillar of wealth strategy.
Our role is to serve as your trusted partner, dedicated to protecting your vision and positioning your legacy to benefit not only your family today, but for generations yet to come.
Rodrigo, Founder
Our Commitment to You
Legacy is about more than assets. It is about clarity, continuity, and the intelligent stewardship of all you have built. With us, you gain more than a policy. You gain strategic architecture — thoughtfully crafted, rigorously managed, and designed to endure.
At RM Legacy Group, we serve as your private advisory partner — not only in design, but in lifelong stewardship. We are committed to preserving what you have created, protecting it from uncertainty, and positioning it to benefit the generations to come.
Life Insurance
and Consulting Summary
- Trusted experience in the life insuarance industry
- Established direct market relationships worldwide
- Cutting-edge data and analytics that empower our clients
- Protecting Your Legacy. Securing Their Future
Explore
Explore
Case Comparisons
Explore real-life case comparisons that show how personalized life insurance strategies can optimize value, reduce costs, and enhance long-term protection.
Explore
Our Client Process
Discover how our streamlined client process delivers personalized life insurance solutions through expert guidance, strategic planning, and ongoing support.
Explore
Additional Services
Learn about our additional services designed to complement your life insurance plan and support your broader financial and estate planning goals.