Insights

Alpen Partners International 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. All investments involve certain risks. All investments carry the potential for financial loss, including the loss of the principal amount invested. Past performance should not be viewed as an indicator of future results. Market conditions and broader economic factors can significantly impact the value of investments. Investments in international markets are subject to additional risks, such as currency exchange fluctuations, political or economic instability, and variations in accounting practices. Alternative investments, including but not limited to hedge funds, private equity, and real estate, may be illiquid, speculative, and are not suitable for all investors. The above information should be considered before making any investment decisions. All posts and publications are for your information only and are not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in posts and publications reflect our current views as of the date of the publication and may be liable to change without notice.