Our global staff at R.E. Lee International is comprised of lawyers, certified public accountants, chartered accountants, chartered life underwriters and certified financial planners. We collaborate with experts in international taxation, insurance, law and finance to provide our clients with service and expertise to tailor individual plans.
R.E. Lee International has strategic locations in Hong Kong, Singapore, Dubai, Shanghai, Zurich and Seattle. We travel to meet our clients from these regional offices. We are fluent in many languages and familiar with local customs and appropriate structures for insurance solutions. R.E. Lee International provides customized life insurance solutions that are tailored to meet each client’s individual needs, with a global perspective and international scope.

R.E. Lee International offers a suite of Jumbo Life Insurance products featuring death benefits in excess of US$10 million. These policies have exceptionally high cash value during the lifetime of the insured individual.
Jumbo Life Insurance policies are designed specifically for high net worth clients to protect their wealth. Policies are purchased in a structured transaction that allows the utmost in confidentiality, ideal for wealth protection and international estate planning.

Estate planning is a fundamental part of planning for financial security. Our clients work their entire life to build businesses and wealth. A good estate plan will protect and preserve wealth for many generations. Estate planning is focusing on the future – making certain the hard work of our lifetime is protected and preserved.
The need for estate planning increases with larger and more complex business and family situations. Tax planning is often a key factor in planning decisions. Large estates rarely survive three generations of inheritance transfer due to the forced sale of assets to pay tax and settle debts. Families who wish to retain wealth for future generations need to plan for the smooth transition of assets from one generation to another.
One significant challenge to effective estate planning is the availability of liquid assets. Most large estates involve illiquid assets, such as a closely held business or real estate. Inevitably, the forced sale of an illiquid asset to settle an estate will result in a loss. It is never ideal to sell a business or real estate to settle an estate.

R.E. Lee’s clients are business owners and global entrepreneurs who have created wealth and wish to preserve it. Many of our clients own a family enterprise, where adult children take on important functions. These businesses often employ multiple generations. It can become difficult to plan for business succession if some of the children are not employed by the family enterprise. Good estate planning will ensure that children are treated fairly.
Many of our clients are professionals who have excelled to the top of their field of expertise. These include medical professionals, management consultants, information technology professionals, investment managers, real estate investors, and many other walks of life. The common theme for all is to create and protect wealth for future generations.