For residents—whether Swiss natives or expatriates—navigating the unique structure of Swiss financial planning requires a deep understanding of its core elements. At the heart of comprehensive private provision lies the strategic use of private life insurance, an instrument designed not... Read more

In today’s dynamic global economy, managing wealth requires far more than traditional investment strategies. Wealth structuring advice has emerged as an essential service, enabling individuals and families to efficiently organize, protect, and transfer their assets. In Switzerland, where financial expertise... Read more

In today’s complex financial landscape, high-net-worth individuals and families are seeking innovative solutions to preserve wealth, manage risk, and ensure long-term stability. Traditional life insurance often meets only basic needs, leaving gaps in investment flexibility, tax efficiency, and estate planning.... Read more