Our Services Portfolio - A Brief Overview
BFI - Banking, Financial Planning, Insurance
We focus on solutions that combine the cornerstones of an adequate wealth management strategy, namely:
In pursuit of these core objectives and making our clients' experience of international investing, structuring and estate planning as convenient and efficient as possible, we act as a point of contact overseas and integrate our services with those of our network partners – under one roof.
» Click on image to extend image for more detail
Banking & Asset Allocation
We advise our clients on their international investment and diversification needs, and based thereon provide them with access to adequate investment strategies via "red carpet introductions" to some of the best private banks and asset managers.
Financial Planning & Structuring
Where required, we will employ and coordinate specialized services and solutions such as the Global IRA for our US clients. We involve specialists for legal advice, tax planning or the formation and administration of legal entities such as trusts or foundations.
Insurance Planning and Brokerage
BFI Consulting Inc. is widely recognized as an expert on insurance-based investment strategies. Adequately structured annuities and life insurance policies offer some of the best wealth preservation, asset protection and global diversification features available today. Depending on your domicile, they can also provide for considerable tax benefits.
We focus on solutions that combine the cornerstones of an adequate wealth management strategy, namely:
- Unrestricted and flexible access to global investments
- International currency diversification
- Solid asset protection from creditors and plaintiffs
- Privacy
- Tax benefits
- Compliance
In pursuit of these core objectives and making our clients' experience of international investing, structuring and estate planning as convenient and efficient as possible, we act as a point of contact overseas and integrate our services with those of our network partners – under one roof.
» Click on image to extend image for more detail
Banking & Asset Allocation
We advise our clients on their international investment and diversification needs, and based thereon provide them with access to adequate investment strategies via "red carpet introductions" to some of the best private banks and asset managers.
Financial Planning & Structuring
Where required, we will employ and coordinate specialized services and solutions such as the Global IRA for our US clients. We involve specialists for legal advice, tax planning or the formation and administration of legal entities such as trusts or foundations.
Insurance Planning and Brokerage
BFI Consulting Inc. is widely recognized as an expert on insurance-based investment strategies. Adequately structured annuities and life insurance policies offer some of the best wealth preservation, asset protection and global diversification features available today. Depending on your domicile, they can also provide for considerable tax benefits.
