Securing Your Legacy and Success Throughout Your Lifetime
Who We Are
We are a global leader in advanced life insurance planning, serving high-net-worth individuals and families worldwide. Our team of advisors specializes in leveraged life insurance planning, helping clients achieve their financial goals through customized premium financing solutions. Our services are designed to meet the needs of high-net-worth individuals and families, as well as business owners.
Life Insurance Premium Financing can help maximize wealth and keep clients’ legacies intact.
Our objective is to guide our clients toward efficient wealth accumulation and financial balance while protecting the future of their loved ones or their livelihood.
What We Do
At ARI Financial Group, we offer advanced life insurance planning and custom-tailored financing solutions to meet the unique needs of our clients. Our services are specifically designed for high-net-worth individuals and families, recognizing the complexity and sophistication required in managing their wealth and legacy.
We go beyond standard life insurance offerings by developing bespoke strategies that align with our clients' overall financial goals. Whether it’s safeguarding their wealth, ensuring a seamless transfer of assets, or managing potential tax implications, our solutions are meticulously crafted to address the specific challenges they face.
Our expertise in life insurance financing enables clients to obtain significant coverage without compromising their existing investment strategies. By leveraging innovative financing options, we help clients maintain their liquidity and continue growing their wealth while securing essential life insurance protection.
Ultimately, we provide peace of mind by ensuring that our clients' life insurance plans are not only well-structured but also an integral part of their comprehensive wealth management strategy.
Who We Do it For
At ARI Financial Group, we serve high-net-worth individuals and families who require refined and tailored financial strategies to manage and protect their wealth. Our clients often encounter intricate financial landscapes, including substantial estates, diverse investment portfolios, and international tax considerations.
We understand that these clients need more than just a standard life insurance policy; they need comprehensive solutions that align with their broader financial goals. Whether they aim to preserve their wealth for future generations, manage potential tax liabilities, or ensure a smooth transfer of assets, our services are designed to address their unique needs and challenges.
Our commitment is to provide these discerning clients with the expertise, resources, and personalized attention they deserve, helping them navigate their financial world with confidence and peace of mind.
Our commitment is to provide these discerning clients with the expertise, resources, and personalized attention they deserve, helping them navigate the complexities of their financial world with confidence and peace of mind.
Our Leadership
-
Francesco Oliveti
Managing Partner
Head of ARI Financial Group Switzerland -
Rocio Zapatero
Business Development Director
EMEA Region -
Rimma Portnova
Global Chief Executive Officer
-
Eric Bouskila
Founder
-
Ori Yehezkely
Director of Premium Financing Strategies
ARI Capital Partners
What Sets Us Apart
At ARI Financial, our specialization in life insurance financing sets us apart, with nearly $2 billion in loans placed and the trust of our valued clients. Our award-winning advisors are recognized for their expertise not only in life insurance but also in financing and international tax planning, allowing us to create tailored solutions for high-net-worth individuals. Our advanced planning team helps clients compare life insurance financing with out-of-pocket payments, empowering them to make the best financial decisions for their unique circumstances. With a global reach and local expertise in regions like Latin America, Europe, and the Middle East, we ensure that our services are culturally and financially relevant to each client.
Get in touch
Address:
Gartenstrasse 17, 8002 Zürich, Switzerland
Phone: +41 79 414 54 76
Email: info@ari-intl.com
At ARI Financial Group, we value your input and are always eager to connect with you.
Our team of experts is ready to listen, assist, and address any inquiries or concerns you may have. Whether you're looking for personalized guidance or have questions about our services, we encourage you to contact us.