Financial Planning
Taking Care of.
Asset Protection.
Legacy Planning.
Retirement.
Philanthropy.
We help families and businesses plan for the future, helping to protect their wealth, legacy and family values, using some very traditional methods coupled with modern day technology to help provide peace of mind in a very uncertain world. Planning today helps clients feel confident of the future, ensuring their wealth and their legacy will be passed onto to future generations. You have already created wealth, let us help you enhance, protect and ensure your family will benefit from all of your endeavours.
Asset Protection.
Fiduciary Structures.
We have developed an extensive, global network of professionals who can help clients implement structures to protect valuable assets from litigation, bankruptcy or any form of creditors without perjury or tax evasion. This is important for both private individuals and businesses. For more information please contact us for an introduction.
Legacy Planning.
Future Aspirations.
Wealth planning is about protecting what has already been accumulated, while preserving and distributing it for future generations. It gives meaning to a lifetime of effort in growing businesses, pursuing life’s goals and establishing values for society. Our partners can help you plan now, creating structures and solutions which will look after your family, wealth and legacy in the future.
Retirement.
Chilling!
Planning for retirement is part of most clients’ wealth management process and needs to be looked after by qualified professionals. We work with companies in both the US and Switzerland who can advise clients on all of the various issues facing them when it comes to maximising plans for a happy healthy retirement.
Philanthropy.
Make an impact.
Philanthropic giving is a wonderful way to help others and also make an impact socially or environmentally. We are delighted to work with some of the top philanthropy experts globally and we will be happy to introduce you.
Advisors.
Who can help.
Over the past three decades we have created a global network of advisors consisting of bankers, wealth managers, lawyers, tax advisors, Cpas, insurance experts, family offices, fiduciary specialists, financial advisors etc. Dependent upon where you are resident and what you are looking to achieve, we would be happy to make introductions for you to advisors based in Switzerland or much closer to where you live. We look forward to hearing from you.