We are dedicated to safeguarding the assets and interests of our clients. We focus on their needs, especially the key themes of privacy, asset protection, tax, estate planning and family governance.
Our approach centres on crafting long-term, multi-jurisdictional, compliant solutions that are flexible and can adapt to the future. These structures often integrate insurance solutions, whether stand-alone or in combination with trusts, foundations, companies, or other structures. Our team comprises highly skilled professionals with extensive expertise in wealth protection, international tax, legal, and compliance matters. We work with more than 50 insurance companies in 16 jurisdictions and offer tax-compliant solutions in over 60 countries.
We pride ourselves on combining a structured corporate approach with an entrepreneurial spirit, delivering solutions with practical and direct advice. The name "" honours the historical founding year of Switzerland, symbolising the values of independence, protection, and adherence to the rule of law. The 1st of August marks the beginning of the Swiss Confederation, with the union of the three cantons: Uri, Schwyz and Unterwalden. The alliance members swore an oath of independence, and to respect and protect the law, the lives of their families, and all forms of property.
Twenty-six cantons later acceded to the Confederation, supporting the original charter values to become the Switzerland we know today. We have chosen these core values of Switzerland as our maxim to protect, structure and optimize the assets and interests of our clients. Our business is driven by a commitment to create peace of mind for our clients and partners, guided by the important principles of independence, confidentiality, and integrity in all that we do.
Educational background: Master of Law, with 25 years of experience in financial services and international wealth and tax planning.
