your global insurance partner

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