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Legacy. Liquidity. Leverage.

PROSPEROUS FINANCIAL
GROUP

Prosperous Financial Group is a boutique advisory firm dedicated to helping accomplished families protect, preserve, and grow their wealth across generations. We provide comprehensive  guidance across a wide range of life insurance solutions, with Premium Financing serving as our flagship strategy. 

We work with both domestic and international families around the world, taking a highly personalized approach to every relationship. Because no two families are alike, we tailor each strategy to their unique goals, circumstances, and vision for the future.

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At Prosperous Financial
Group, we operate with belief

At Prosperous Financial Group, we believe lasting wealth is built with intention, not simply accumulated. We specialize in Life Insurance Premium Financing, 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. Our role is to bring clarity to that complexity by connecting the right people and strategies so that wealth can move efficiently, remain protected, and ultimately serve the family's long-term vision. 

OUR IMPACT

Prosperous Financial Group MILESTONES

25+

Years Of Experience

100+

Happy Protected Clients

38+

Financial Partners

OUR TEAM

Our team is eager to help you achieve your financial goals

Josef A. Schiffer

CEO & Founder

Alegria Bennaroch

Alegria Bennaroch

Head of Latam

Andre Segal

Andre Segal

Business Development Manager

Business Development Manager

Alessandro Marchini

Alessandro Marchini

Alec Wasserman

Alec Wasserman

Head of Domestic Market

Eduardo Sarue

Eduardo Sarue

Business Development Manager

Business Development & Private Client Associate

Sabrina Bernstein

Sabrina Bernstein

Carlos Roque

Carlos S. Roque

Business Development Manager

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​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.

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