SWISS WEALTH PROTECTION
Your trusted pillar and ally for international wealth diversification strategies
WHAT WE DO
Our service proposition is best compared to that of a multi-family office. In that sense, we act in the role of a financial architect. We help you understand your planning and investment options, help you design a plan and then facilitate and coordinate the implementation for you, initially and over the long-term.
From the very beginning, at the outset of the 90's, our firm's founders were dedicated to delivering personally tailored services that would help our international clients with their aspirations of multi-jurisdictional wealth diversification. Today, we are a trusted ally and the advisor of choice for a continually growing number of wealthy families, entrepreneurs, and investors around the globe. Our role is to help them establish and maintain their offshore financial fortress in the safest, most convenient, profitable and compliant manner possible.
Ultimately, our dedication is to provide a comprehensive service that integrates the following essential cornerstones:
• Jurisdictional and institutional safety
• Solid asset protection from creditors and plaintiffs
• Unrestricted and flexible access to global investments
• Tax efficiency and compliance
• Trust, convenience and tranquility founded in a long-term relationship
How do I protect myself from frivolous lawsuits and other “wealth predators”? How do I protect wealth offshore and grow it in a safe and sustainable way? How do I ensure that my heirs benefit from what I have built? How do I minimize future tax burdens? How can I achieve all that in compliance with the regulations? These questions need to be answered. These are the kinds of questions we deal with on a daily basis.
WHY WE DO IT
Before investing internationally and thinking of asset allocation and strategy, it is important for you to consider the optimal structural setup from which to invest from. Jurisdictional diversification needs to start with a keen eye for the proper structure. The element of safety is paramount and needs to be secured at various levels – jurisdictional, institutional, structural, procedural, contractual and legal. It’s not a trivial, do-it-yourself affair. Proper guidance and professional advice is crucial.
Today, a number of critical trends and issues, including such so-called “mega-trends” related to global demographics, climate change and oil peak, certainly warrant your due consideration. However, the number one issue we face on a global scale today is debt. The past decades of “cheap money” have resulted in fiscal and monetary imbalances that make for a formidable enemy of freedom, wealth and prosperity. The risks and implications of the ongoing debt crises in some of the major economic regions, namely America, the United Kingdom, Europe and Japan, are severe and imminent enough to deserve serious attention.
Offshore planning is not merely about taxes. It’s primarily about safety and asset protection. In light of current big picture realities, risk management and wealth preservation should be at the very top of your priorities.
At BFI, we are dedicated to one mission: to protect and grow what is rightfully yours. Everything we do revolves around that objective; it is what we are in business for and exactly why we do it.
WHO WE ARE
BFI Consulting is a privately owned wealth planning and advisory boutique domiciled in Switzerland. We have successfully offered a unique array of premium wealth management services to private and institutional clients since 1993.
Our success is firmly anchored in our independence, our integrity and our consistent delivery of dependable service. We cherish the opportunity of serving the interests of those who value the privilege and power of truly independent advice. We are not tied or obligated to any single institution or partner. This independence is core to our values. It allows us to talk openly, in line with our convictions, and to offer creative solutions based on objective advice.
Frank R. Suess
Frank R. Suess is widely recognized for his capacity in the realm of comprehensive wealth management solutions. An advocate of free-market principles, Mr. Suess regularly speaks and writes on global economic, geo-political and financial matters. Prior to his heading up BFI, he held a senior management position with Price Waterhouse, working as a strategic and operational management consultant to a number of international corporations. Mr. Suess holds an MBA from the Haas School of Business, UC Berkeley and a Bachelor´s degree in Finance from Saint Mary´s College.
Partner, Wealth Planning
Bernarda Pesantez worked for a Swiss private bank prior to joining BFI in 2000. During her tenure she has gained profound experience in trust and estate planning as well as regulatory considerations. Mrs. Pesantez holds a Bachelor’s degree from the Equinoctial Technological University of Ecuador, and a Master of Laws (LL.M.) from the University of London. She also holds a Trust and Estate Practitioners qualification (TEP) and is a member of the Swiss branch of the Society of Trust and Estate Practitioners.
Dirk Steinhoff acted as an independent asset manager for over 15 years prior to joining BFI in 2007. Furthermore, he successfully founded and built two companies in the realm of infrastructure and real estate management. Mr. Steinhoff holds a Master´s degree in Civil Engineering and Business Administration from the Technical University of Berlin.
Marc D. Seidel
Partner, Alternative Investments
Marc D. Seidel heads up our Alternative Investment practice. He previously worked at Google and Facebook, where he launched and led market activation programs for Switzerland. He worked with startups to multinational corporations, helping them scale their business and revenue through online advertisement. He also worked at BFI for 9 years, holding various positions within the group. He founded three companies, one each in the health care, law digitalization and sustainability ecommerce sector. He holds a Master’s degree having studied at the Universities of St. Gallen, Oxford, Stanford and Zurich. He is also a CAIA Charter Holder.
BFI Consulting Ltd.
Tel. +41 43 366 2200
Fax +41 43 366 2201
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