How we help you protect your assets

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asset protection

A comprehensive suite of services designed to safeguard your wealth

Our main objective is to protect and grow our clients’ assets. We offer a comprehensive suite of services designed to safeguard your wealth and help you with various topics such as:

  • Selection of custodian banks
  • Setup of legal structures
  • Estate planning
  • Tax optimization strategies
  • Risk management
  • And more
how we work

4 steps to your tailored asset protection

step 1

Initial contact

  • Contact us:
    After you got in touch with us, we arrange a meeting via phone, Zoom or in person. whether in Switzerland or in the US. Get in touch with us now.
  • Purpose:
    Our goal is to thoroughly understand your specific needs, whether it's opening an account, asset protection, arranging a financing, or assisting with relocation and second passport.
step 2

Customized asset protection strategy

  • Development of asset protection strategies:
    We develop a tailored asset protection strategy based on your specific needs. This might include tax optimization, custodian banks or estate planning.
step 3

Implement­ation of asset protection

  • Implementing asset protection measures:
    Alpen Partners works closely with the client to implement the agreed-upon asset protection measures. This process involves setting up necessary legal structures, adjusting the investment portfolio for optimal protection, and ensuring all steps comply with relevant regulations and laws.
step 4

Ongoing support and monitoring

  • Continuous support:
    Asset protection is not a one-time activity; it requires continuous monitoring and adjustment. Alpen Partners provides ongoing support to ensure the protection strategy remains effective as circumstances change. This includes regular reviews of the client's portfolio, updates to legal structures if needed, and proactive adjustments to safeguard assets in response to new risks or opportunities.
Understanding asset protection

How we protect your assets

Our holistic approach to asset protection ensures that your wealth is safeguarded from both known and unforeseen risks, allowing you to achieve peace of mind and focus on your financial goals.

Legal structures and estate planning

We work with specialists to establish trusts and limited liability entities that shield your assets from creditors, lawsuits, and excessive taxation. Our estate planning integrates into your retirement strategy, helping reduce taxes, educate heirs, and secure your wealth for future generations.

Tax optimization strategies

We help minimize taxes to increase net investment returns. By evaluating tax-favored investments, working with legal and accounting advisors, and strategically timing the sale of assets, we reduce your tax liability and preserve more of your wealth.

Diversification of investments

By spreading investments across asset classes, industries, and geographies, we protect your portfolio from market volatility and economic downturns. This strategy helps preserve capital during uncertain times.

Risk management

We carefully select investments with strong fundamentals and predictable performance, using dynamic hedging and derivatives to manage risks and protect the downside of both individual positions and the entire portfolio.

Regular monitoring and adjustments

Protecting your assets is an ongoing process. We continuously monitor your financial situation, investment portfolio, and any changes in your personal circumstances. This vigilance allows us to adjust your strategies as needed, whether its revising your estate plan, or rebalancing your portfolio to reflect changes in the market.
Pierre talking at a meeting 3 min
Your Trusted Financial Partner

Alpen Partners is the right choice to protect your assets

  • Global Network Access
    Alpen Partners connects you with top banks worldwide, ensuring you have access to the best financial institutions across the globe.
  • Personalized Service
    We tailor our banking solutions to meet your unique needs, offering bespoke services that align with your financial goals and circumstances.
  • Competitive Pricing
    Our strong relationships with partner banks allow us to negotiate favorable terms, providing you with cost-effective banking solutions without compromising on quality.
FAQ

Frequently asked questions about asset protection

Asset protection involves strategies to safeguard your wealth from potential risks, such as lawsuits, creditors, and economic downturns. It is crucial for preserving your financial legacy and ensuring your assets remain secure for future generations. Alpen Partners International offers expert guidance in creating robust asset protection strategies which are tailored to individual needs. This helps clients secure their wealth against unforeseen threats.

Alpen Partners begins with a comprehensive assessment of each client’s financial situation, goals, and risk tolerance. Based on this evaluation, they design a customized asset protection plan that may include diversifying investments, setting up legal structures like trusts, and selecting appropriate insurance products. This personalized approach ensures that the protection strategy aligns with the client's unique circumstances.

Alpen Partners can assist in setting up various legal structures, such as trusts, foundations, and holding companies, which are designed to protect assets from potential legal claims and other risks. These structures can be tailored to the client's specific needs and jurisdictional preferences, providing an additional layer of security for their wealth.

Alpen Partners has a team of experts with deep knowledge of international laws and regulations. We ensure that all asset protection strategies and structures comply with relevant legal frameworks. This compliance not only safeguards assets but also provides peace of mind that all measures are legitimate and enforceable.

Asset protection strategies should be reviewed regularly, especially when there are significant changes in the client’s financial situation, legal environment, or economic conditions. Alpen Partners provides ongoing support and monitoring, offering periodic reviews and making necessary adjustments to ensure that the asset protection plan remains effective over time.

Get in touch with us

We are excited to hear from you! Our partners are ready to guide you through your financial future. We want to make your fiscal dreams a reality. Please send us a detailed message below or give us a call at +41 (0)58 105 75 50.

Your personal contact
Pierre Gabris
Pierre Gabris
Founder and Managing Partner

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