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Legacy. Liquidity. Leverage.

Prosperous Financial Group is a boutique advisory firm focused on helping accomplished families protect, enhance, and grow their wealth across generations. We work with all life insurance products, with Premium Finance as our flagship solution. We serve domestic and international families globally, and every family is truly unique

PROSPEROUS FINANCIAL
GROUP

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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.

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

Head of Latam

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Gabriel

Business Development Manager

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Andre Segal

Business Development Manager

André Kaufman Mattone 

Business Development Manager

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Alessandro Marchini

Business Development Manager

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Eduardo Sarue

Business Development Manager

Alec Wasserman

Head of Domestic Market

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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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