VALIRO is a Spanish Insurance broker, specialized in designing tailor-made wealth planning solutions for high and ultra-high net worth individuals using unit link life Insurance. Our professional team has more than 45 years of experience in wealth planning using insurance products, and will be ready to provide you with state-of-the art independent advice to find or create the solution that better fits your needs.
VALIRO is authorized and regulated by the Spanish Insurance Regulator and it is registered with number J-3303 in the Official Registry of Insurance Mediators. We collaborate with law firms, tax advisors, wealth planners, custodian banks, private bankers and independent financial advisors to provide our client with the best wealth and estate planning solutions involving life insurance.
Private Placement Life Insurance is a life insurance policy with cash value, linked to an underlying portfolio of assets which can be managed either by the insurance company, one or several asset managers, financial advisors, banks or IFAs, or in certain circumstances by the client. The gain or loss in value of the underlying investment portfolio is borne by the policyholder or the policy beneficiaries.
Thanks to its special characteristics, life insurance is a very useful wealth planning tool for high and ultra-high net worth investors. Should you wish to know more about its advantages for wealth planning, please contact one of our specialists .
Should you have any complaint related to our mediation services, you can contact our client ombudsman at:
Mª Asunción Bauzá Abril
Partner
asuncion.bauza@bauza-abogados.com