Bahnhofstrasse 65
CH-8590 Romanshorn / TG
Switzerland
Private Placement Life Insurance
(Insurance Wraps)
- Asset management and inheritance planning
- Investment flexibility and option to proceed to withdrawals in case of need
- Management of the underlying assets by the existing asset manager, existing custodian bank as depositary
- Tax advantages
- Tax optimisation in the country of residence of the policyholder
- Geographic mobility
- Protection of the assets and of the investor
- Protection of the private sphere
- Insurance contracts can be pledged
- Alternative to or element of traditional wealth planning
- Integrated wealth management with ‘high-end life insurance’
- Worldwide recognised legal format
- Effective, transparent and compliant structures