Our successful high income, high net worth clients have different needs than everyone
else. You have much more to lose - to a variety of risks such as taxes, lawsuits, or faulty
planning. You have a present and continuous need for sophisticated compliant strategies
-- strategies which incorporate and integrate tax savings, asset protection, estate, and
business planning so as to save and make money.
There are many meaningful objectives behind accruing wealth: professional pride, taking care of one’s family, goals for education, and successful retirement and future self-reliance, to name a few. We can help make such objectives attainable through the following means:
• Technical analysis of available tax, asset protection, estate, business, and investment technique options.
• Specializing in integrating transparent IRS compliant domestic and offshore tax planning techniques.
• Implementation of strategies and techniques.
• Retention of qualified persons, firms, and institutions – domestic and international experts in legal, accounting, private banking, investment – with the specialized knowledge to furnish services on your behalf.
Swiss Private Banking
More than 40% of the world’s private wealth held offshore is managed by Swiss financial intermediaries. Meeting international money requirements has long been a proud Swiss tradition.
The banks we recommend to our clients as custodians have no investment banking relationships that can create such conflicts of interests as we have seen with U.S. based brokers. The same can be said about the insurance companies we recommend.
Switzerland is, clearly, an ideal choice for the investor who wishes to diversify by investing abroad. It has a strong financial base, laws designed to protect investors, and the expertise to allow investors access to various markets and opportunities not available domestically.
That’s why investors throughout the world have said for more than 200 years that:
“Switzerland Means Safety.”
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