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Brian Ezequiel Bronzel

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Brian Ezequiel Bronzel

Founder Partner – COO

Ezequiel Bronzel advises individuals, families, entrepreneurs, and high-net-worth clients on the design and implementation of integrated wealth strategies, with a focus on asset protection, tax efficiency, and long-term continuity. With over a decade of experience across insurance, investments, and financial structuring, Ezequiel specializes in creating comprehensive strategies that bring together key areas of wealth planning, including:

  • Trust and estate planning (U.S. and cross-border)
  • Life insurance as a strategic asset for protection, liquidity, and tax efficiency
  • Business and succession planning
  • Asset protection and wealth transfer structures

His work is highly collaborative, partnering closely with estate planning attorneys, CPAs, and international advisors. In this role, he serves as a strategic bridge—ensuring that financial, legal, and tax strategies are aligned and executed efficiently.

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Ezequiel works extensively with business owners, international families, and professionals who require more than traditional financial advice—particularly those navigating complex structures, multiple jurisdictions, or generational planning. His approach integrates:

  • Advanced trust and estate strategies
  • Tax-efficient cross-border structuring
  • Life insurance as a wealth and legacy planning tool
  • Retirement, liquidity, and income planning
  • Cash balance plans, deferred compensation, and pension strategies

Throughout his career, he has built a strong foundation in financial strategy while developing trusted relationships with a global network of legal and tax professionals. His philosophy is simple: bring clarity to complexity, design with intention, and execute with precision—always with a long-term, holistic view of each client’s legacy. Based in Miami, working with U.S. and international clients both remotely and in person.

Professional Achievements & Recognition

Partner in Talent Acquisition
Principal Financial Network of South Florida | Issued by Principal – January 2026
Recognized for leadership and strategic contribution to talent development and recruitment, supporting the growth and long-term success of the firm.

Royal Blue Top Advisor Achievement
Penn Mutual | Issued May 2024
Honored as a top-performing financial professional and invited to the prestigious Royal Blue Conference, recognizing excellence in client service, production, and overall impact during the prior year.

Top of the Table® – Million Dollar Round Table (MDRT)
Issued February 2024
Achieved Top of the Table status, representing the highest level of membership within MDRT—an elite global association of leading financial professionals. This distinction reflects exceptional production, industry expertise, ethical standards, and commitment to client service.

Career Life Success Award
New York Life Insurance Company | Issued June 2019
Awarded for outstanding early-career performance, achieving a minimum of 18 paid cases within the first quarter—demonstrating strong client engagement, discipline, and production excellence.