top of page
pikaso-untitled-project-2025-11-20 4 (1).png

Legacy. Liquidity. Leverage.

Legacy Is More Than Wealth

Background.png
Background.png

At Prosperous Financial Group, we operate with the belief

Prosperous Financial Group is a boutique advisory firm dedicated to helping successful families protect, optimize, and elevate their wealth across generations. We specialize in Life Insurance Premium Finance, an advanced strategy that allows clients to leverage bank financing to fund large-scale permanent life insurance policies used for estate liquidity, inheritance equalization, asset protection, and tax-efficient wealth transfer. With deep experience serving cross-border families, particularly between the U.S. and Latin America, we structure and coordinate comprehensive solutions across private banks, trustees, carriers, attorneys, and family offices, ensuring seamless execution and long-term stewardship.

gesture-happiness-generation-home-people-concept-happy-family-waving-hands-front-house-out

OUR IMPACT

Prosperous Financial Group MILESTONES

25+

Years Of Experience

100+

Happy Protected Clients

12+

Financial Partners

OUR TEAM

Our team is eager to help you achieve your financial goals

Josef A. Schiffer

CEO & Founder

Alegria Bennaroch

Head of Latam

Rectangle 921404 (3).png

Bruna Prux

Business Development

Rectangle 921404.png

Cris Vieira

Business Development

Andre Mattone 

Business Development

Eduardo Sarue

Business Development

Alessandro Marchini

Business Development

Madan_Gallery-600x564.jpg.png

​Your Legacy, Structured with Precision.

Ready to take control of your financial future? Reach out to our expert team today for personalized financial consulting and comprehensive solutions. We're here to help you achieve your financial goals and secure your financial success.

bottom of page