Foundations and trusts

Foundations and trusts can serve to protect, maintain and transfer assets in Switzerland and abroad. Thus, you can profit from individual solutions for the alternation of generations already in your lifetime.

Life insurance policies

A life insurance policy can be used as an instrument of financial planning. The investments can prove to be more efficient than with a conventional account. On top, insurance solutions provide enhanced personality protection, capital protection, simplified succession management and tax optimisation.

We shall be happy to present the various alternatives of life insurance policies, their benefits and potential providers.

Private label funds

You are looking for a fund solution that offers security and tax treatment similar to commercial investment funds and can also be customised to suit your requirements?

Private label funds protect your assets for the current and the next generation in a regulated investment instrument.