Jon M. Baker, Sr.
Chairman and CEO

Jon M. Baker has nearly 40 years experience in generational wealth transfer planning solutions for both US and International families and their family-owned businesses worldwide. Additionally, Mr. Baker has assisted US multinational corporations in structuring and funding supplemental executive compensation and benefit methodologies for both domestic and international executives. To solve the individual and corporate needs, Mr. Baker has designed innovative trust and corporate solutions, which are frequently funded by a mix of highly competitive and cost-effective domestic and offshore life insurance products.

In 1978, Mr. Baker established one of the earliest offshore life insurance companies in Bermuda to offer US-compliant life insurance to US residents. Additionally, Mr. Baker’s companies were retained to assist Confederation Life, New York Life Worldwide, Citicorp Insurance Group, Amedex Insurance Company and Fidelity Insurance Company in the formation of their offshore life insurance companies, to include the planning and execution of their market entry, the establishment of a legally compliant solicitation process as well as the creation of significant amounts of competitively priced reinsurance. Mr. Baker facilitated Citicorp International Insurance Company in the acquisition of Confederation Life’s Bermuda Division policies. Mr. Baker, through affiliated business entities, provides the above listed insurers with ongoing underwriting, policy administration, carrier reporting, illustration and administration software utilizing a variable cost structure.

Mr. Baker has established a worldwide sales organization for client consultation, with locations in Boston, Bermuda, Toronto, Dublin, Hong Kong, Singapore, Geneva and Miami.

Mr. Baker has been a speaker at international symposia, including presentations on offshore trusts, employment companies and personal holding companies for emerging corporate and individual planning strategies; as well as funding supplemental executive benefits with U.S. COLI (corporate owned life insurance) and non-U.S. COLI products. Mr. Baker has organized international life insurance symposia on designing systematic executive compensation and benefit methodologies, forming offshore life insurance companies, and creating international life insurance sales and distribution.

A Georgetown University graduate, Mr. Baker is a former member of the Board of Regents and a recipient of Georgetown’s highest honor, the John Carroll Award. Mr. Baker has demonstrated his commitment to education and the performing arts as Chairman of the Leadership Council of the Center for Business and Government at the John F. Kennedy School of Government, Harvard University as a member of the Kennedy School’s Dean’s Council, as a Trustee of Newton Country Day School of the Sacred Heart, The Rivers School, and The Wang Center for the Performing Arts as a founder of The American Foundation for The Royal Academy of Music in London and General Partner of Winston Productions, the production company for The Buddy Holly Story (1978).