SOLUTIONS FOR SWITZERLAND
Your advantages at a glance
Free pension provision Pillar 3b
Additional income due to compound interest effect
Income tax-free in the event of survival (min. 10-year term + min. age 60)
Greatest possible investment freedom (funds, asset management mandates, etc.)
Passing on assets and inheritance planning - Targeted - planned
Finding the best possible Private Placement Life Insurance solution together with you
Together with you, we develop individual concepts that support you with your wealth and successtion planning and tax optimisation. You can rely on our many years of experience, in-depth expertise and comprehensive market overview of our specialists.
ADDITIONAL OPTIONS
Solution for investment and succession planning purposes
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No federal stamp duty
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No medical check, as no biometric risk is insured
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Wealth transfer - targeted - planned - flexible
ACHIEVING GOALS
Liechtenstein as an attractive location
The customs and currency treaty with Switzerland enables clients with tax domicile in Switzerland to choose from the wide range of solutions and implement an individual investment strategy (bank - asset manager).
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
