EMPIRE FINANCIAL SPECIALISTS
Personalized Insurance and Investment Solutions

Contact
Phone 305-654-1400
Address 1110 Brickell Ave, Miami, FL 33131
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Contact
Phone 305-654-1400
Address 1110 Brickell Ave, Miami, FL 33131
Follow Us

Single Contribution

Private Banking Structures and Global Management
Single Contribution Investment

'Private Banking' Style with Open Architecture.

You can create a 'Private Banking' style investment account with $75,000 or more. In this type of account, you have no commitment to continue contributing: you can make new contributions whenever you want and only if you want.

With this structure, we will have access to a global investment and open architecture, which means direct access to the best opportunities in the international market, without being tied to the products of a single bank.

Main Characteristics

  • Succession Planning: Structures that facilitate the transmission of assets and tax efficiency.
  • Single Contribution (Lump Sum): Initial investment starting from USD 75,000, with no monthly requirement.
  • Open Architecture: Full access to stocks, global mutual funds, structured notes, ETFs, and bonds.
  • Active Management: Accounts that can be professionally managed, with clear reports and constant monitoring.
  • Flexibility of Objective: They can be designed with a focus on aggressive growth or just on asset protection and preservation.
Why "Without Future Commitments"?
Unlike pension or scheduled savings plans, here you have total freedom over cash flow. It is the ideal solution for those who have sold a property, received an inheritance, or distributed company dividends and wish to allocate that capital in a strong currency all at once.

The Right Plan for You

An analysis of each person's profile, according to objectives and age, is essential for the success of financial planning. The project for a 30-year-old who wants to plan their retirement is very different from the project for a 60-year-old client who just wants to preserve wealth.

To meet different profiles, we offer:

  1. Fixed Income Plans: With pre-fixed and guaranteed returns.

  2. Indexed Plans (Protected Capital): Return potential linked to indices (such as S&P 500) with a 100% guarantee of the invested capital.

  3. Global Variable Income: Direct access to global funds, stocks, and ETFs to maximize returns.

I WANT TO LEARN MORE ABOUT SINGLE CONTRIBUTION

Our consultants can provide more information on this subject.

Speak with a Consultant

Frequently Asked Questions

Single contribution accounts generally start from USD 75,000. For smaller amounts, we recommend our accumulation plans (Future Reserve).

Yes. Most "Lump Sum" structures offer daily or weekly liquidity, allowing for partial or total withdrawals as needed, unlike closed pension plans.

You have access to professional global-level managers. Empire acts in consulting and structuring, connecting you to the best strategies managed by these institutions.

Your company protected, your legacy guaranteed.

Talk to our consultants to structure the succession and protection of your business.