Why an independent wealth planner

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Why an independent Wealth Planner

  • Residence and the implication of inheritance tax
  • Civil law countries vs common law countries
  • Trusts vs Foundations
  • Life Insurance
  • Which Jurisdiction is the best for my family
  • Who should benefit, how and when
  • International nature of your assets and family members
  • Will the Trustee follow my instructions
  • Which legal advisor to choose
  • Should I ask my bank or see an independent counsel
  • Who will be on the board of my companies if I cannot do it myself
  • Who will be there to advise the next generation
  • Who will be there to control the Trustee and the advisors after my death

We founded SwissProtectors, with the belief that wealthy families need an independent view when it comes to designing the structure to distribute the wealth of a family to the next generations.

Why SwissProtectors

After spending almost 25 years serving families with a large Financial Institution,
we came to realize that there are many issues that clients would like to discuss with a “private trusted advisor” who sits on their side of the table when it comes to

  • Succession planning
  • Asset preservation
  • Charitable legacy
  • Holding of different assets
  • Multi-jurisdictional lifestyle
  • Tax optimization
  • Directorship of the assets
  • Protectorship of the assets for the next generations
  • Confidentiality
  • Continuity
“The formulation of the problem is often more essential than its solution, which may be merely a matter of mathematical or experimental skill.” Albert Einstein

Who are our clients

We believe Wealth Planning requires a neutral white sheet of paper.

  • Individual Persons
  • Families
  • Multi-Family Offices
  • Single Family Offices
  • Charitable Institutions
  • Associations
“Be influenced by nothing but your clients' interests. Tell them the truth.” Arthur C. Nielsen

What do we offer

Advisory

  • Giving structuring, tax, legal information
  • Help with selecting Lawyers/Trustees/ Fiduciary Companies
  • Long term advisory to the client
Read More

Protectorship

  • Personal and Corporate Protector
  • Fully compliant with CRS
Read More

Directorship

  • Simplifying the corporate landscape of families
Read More

Private Trust Company

  • Flexibility to hold industrial holdings and non bankable assets
Read More

Pricing Model

Advisory on wealth Planning

  • Three Pricing formulas:
  • Time spent
  • Daily retainer
  • Yearly retainer

Protectorship

  • Yearly flat fee
  • Plus time spent and potential advisory fee for coaching family members

Directorship

  • Flat fee per structure
  • Time spent

Private Trust Company

  • Flat fee per Year
  • Time spent