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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
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
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
What do we offer
Advisory
- Giving structuring, tax, legal information
- Help with selecting Lawyers/Trustees/ Fiduciary Companies
- Long term advisory to the client
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
How Directorship
Family structures are designed by life not by human will. We provide Directorship and structuring support in order to limit the external parties needed to operate the Family Companies and to simplify the structural set up.
How Advisory
Banks and Trust providers are usually not free of conflicts as they can only offer the solutions in the jurisdictions they operate in. SwissProtectors is here to help you find the best provider and solution. We are acting as architects of your wealth.
