Annuities and life insurance policies

Alpen Partners is partnering with Switzerland’s leading insurance broker to offer its clients various insurance products. These solutions seek to optimize the client’s position with respect to investments, asset protection and estate planning while being fully tax compliant in the country of residency of the client.

Tax efficient investment

Life insurances have always been favored as a tax efficient investment vehicle for clients of high-tax regions such as Western Europe and Scandinavia. More and more clients choose to invest in life insurance products and other annuities in order to protect their assets against creditors and to structure their estate planning. Finding the right product in the right jurisdiction is essential and is the focus of our advisory work in this area.