Keeping assets safe

Today, young families are inheriting assets from their parents and grandparents in a climate of increasing transparency. Added to this are rising tax burdens, and legal and political uncertainty in a number of countries. Whenever individuals and families are looking for appropriate wealth-protection measures, we recommend individual, privately placed life insurance policies and annuities. They constitute an excellent way to safeguard your wealth. Using international life insurance policies to organise private wealth over generations helps:

  • in succession planning when family members are spread throughout the world
  • in the consolidation of family investments when members are widely dispersed
  • in tax planning in a global context
  • in keeping the family’s financial situation confidential.

These objectives can be achieved through a careful application of international life insurance policies to legal and tax structuring of private wealth across generations.

swisspartners Insurance offers specific products for the following countries:

  • France
  • Sweden
  • Spain
  • Germany
  • United Kingdom
  • Austria
  • Italy.

In addition we offer international solutions for a number of other countries worldwide.

Your partners in charge:

Lukas Lanicca, Partner
phone +423 239 79 88
lukas.lanicca@swisspartners.com

Victoria Schelb
phone +423 239 79 82
victoria.schelb@swisspartners.com