What can we do for you?

In today’s world with its rapidly changing business, social and political environment, tailor-made solutions for Asset Protection, Taxation and become more important than ever.

Our experienced lawyers, tax advisors and bankers will provide you with state-of-the-art solutions for your personal and special financial needs. We will deliver only tailor-made solutions and genuinely individual service which guarantee your financial success.

Our unique advisory group is:

expert and narrowly focused on asset management, legal and tax advice,
(asset protection, fund and wealth management, global tax havens, real estate, immigration)

independent,
(freely cooperates with leading experts of other firms, banks and trust companies, no “cross-selling”)

client-oriented and result-driven and
(very personal in client relationships and only focused to what’s best for the client)

International.
(We work in all major currencies and are able to serve you around the world communicating in English, German, French, Spanish, Italian, Portuguese)

Why Switzerland for Private Banking solutions?

“Investment is about the future, but 260 years of experience can help.”

This claim is of our partnered bank and perfectly describes the benefit of placing your assets in Switzerland. The long tradition has given our partner banks autonomy and independence and show, that they had been able to meet the challenges of each era successfully, in spite of the ever growing complexity of the economic and social environment.

And even though other countries have put quite some effort in international private banking Switzerland’s outstanding position has remained untouched. Switzerland’s banks together manage client assets worth an estimated 3,500 billion Swiss francs (app. 2,750 billion USD).

Our private banking services are usually offered to clients with assets of a minimum of $300.000 USD. But even with lower amounts of funds, if you feel, that you qualify as a potential client for our advisory group, because you need an international estate planning structure, offshore trust or foundation for your assets or simply look for an appropriate tax haven for your funds, do not hesitate to contact us and click here for a strictly confidential and free consultation.

Together with our independent tax attornies we offer the following services:

Asset Protection and Global Taxation Laws
Family Office and Wealth Management
Fund Management
International Estate Planning
International Swiss Private Banking
Corporation, Trust and Foundation Formations
Swiss Bank Accounts
Asset Management
Private Banking
Wealth Planning
Inheritance Planning
Investment Solutions
Family Office
Trust Formations

We offer highly professional & confidential financial solutions, banking services, asset protection, trust management and more...