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Eagle Strategy // Partnered With Global Wealth Financial

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we are a team of legal and wealth advisors with experience in local and cross-border corporate legal transactions and mergers & acquisitions for clients of diverse nature and industries, as well as in the design and execution of comprehensive wealth planning structures and succession planning needs, for which we primarily work with high and ultra-high net worth families in the u.s., méxico and latin america. in partnership with global wealth financial (www.globalwealthfinancial.com), we provide tailor-made solutions to create liquidity through life insurance and premium financing structures to address possible liabilities, such as covering certain taxes, avoiding asset liquidation, purchase-sale financing, debt settlement, equity compensation, among others. our approach allows us to design innovative legal and commercial solutions and the execution of projects with a high degree of complexity in corporate legal, tax and estate planning matters.

Headquarters:
San Diego, California, United States, 92130
Industry:
Legal Services
Founded:
2021
Employees:
1
Annual Revenue:
-

Type: Private
Ticker: -
United States 1
Estate PlanningMergers & AcquisitionsWealth ManagementPremium Finance Life InsuranceSuccession PlanningLegal Corporate

Frequently asked questions about Eagle Strategy // Partnered With Global Wealth Financial

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Where is Eagle Strategy // Partnered With Global Wealth Financial located?

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Eagle Strategy // Partnered With Global Wealth Financial's headquarters is located at San Diego, California, United States, 92130

What is Eagle Strategy // Partnered With Global Wealth Financial's official website?

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Eagle Strategy // Partnered With Global Wealth Financial's official website is eaglestrategy.com.mx

How many employees does Eagle Strategy // Partnered With Global Wealth Financial have?

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Eagle Strategy // Partnered With Global Wealth Financial has 1 employee

What industry does Eagle Strategy // Partnered With Global Wealth Financial belong to?

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Eagle Strategy // Partnered With Global Wealth Financial is in the industry of: Legal Services

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Eagle Strategy // Partnered With Global Wealth Financial Linkedin page

Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


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Calling Distrobird an all-in-one tool is an oversimplification of the value it delivers. All the workflows we need to acquire and support our SMB users across all channels are deeply integrated. I couldn’t be happier with our choice.

Jody Schnarr

CEO of Fibernetics

The #1 reason why we chose Distrobird is because it provides all the building blocks we need to engage our customers in a unified way — From email, texting, telephony and collaboration. This is probably the last tool you’ll buy for lead and customer outreach.

Laurel Palmer

Director, College Fund, Kalamazoo College

Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distrobird — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

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