SOLUTIONS FOR ISRAEL
Your advantages at a glance
Additional yield through compound interest effect
Administrative simplification in tax reporting
Greatest possible investment freedom with asset management mandates
Asset protection - risk distribution / diversification
Passing on assets and inheritance planning - Targeted - planned
Protecting wealth and prosperity across generations
You benefit from our many years of experience in wealth and succession planning. We analyse the international markets and are able to recognise and react to changes at an early stage. This way we jointly
identify the ideal solution for you.
Portability for international families
Life can change and individuals need flexible solutions (e.g. when moving abroad). We offer you Private Placement Life Insurance solutions that are recognised in many countries and are therefore "portable".
ACHIEVING GOALS
Independent way of thinking and acting
Our way of thinking and acting, which is free from product selling, allows us to have a sound awareness of your private financial situation - for optimal wealth and succession planning.
GENERATING PROFIT
Our team
Jürgen Fuchs
Managing Director
Daniela Imhof
Senior Client Adviser
Gabriele Manca
Senior Client Adviser
Katharina Schuler
Assistant to the Management
Loris Fumaneri
Business Operations Manager
Tamara Lopez
Business Operations
