Multi-jurisdictional Wealth Planning

Made in Switzerland

Structure before allocation. The foundation of a successful investment strategy is a resilient structure. It protects your wealth from frivolous lawsuits and other 'wealth predators'; it minimizes tax burdens, and it ensures that, first and foremost, your loved ones benefit from what you have built. 

Risk Management. This is what we focus on first. The element of safety needs to be secured at various levels - jurisdictional, institutional, structural, procedural, contractual, and legal. It's not a trivial affair. Proper guidance is crucial.

Offshore planning is not only about taxes. It's primarily about safety and asset protection. In light of current big picture realities, risk management and wealth preservation should be a the very top of your ​priorities. - Bernarda Pesantez