We cannot solve our problems with the same thinking we used when we created them

Fueled by the inspiring dedication and talent of his team, Jenny leads the growth and development of Propoint. She boasts a jack-of-all trades background built on 10+ years of tinkering with processes, technology, and people structures. The unifying theme in Jenny's career is creating transformational changes that enable both companies and their people to thrive.

Position
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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

Protectorship

  • Personal and Corporate Protector
  • Fully compliant with CRS

Directorship

  • Simplifying the corporate landscape of families

Private Trust Company

  • Flexibility to hold industrial holdings and non bankable assets

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