Jürgen Fuchs
More leeway in inheritance law: use it.
Swiss inheritance law, which has been revised January 1, 2023, contains a number of key changes. Most important here: the reduction of...
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SINCE 2009
Providing clarity
Core services
Private Placement Life & Variable Universal Life
New contracts
Selection – Advice – intermediation
Contract takeovers
Servicing of existing contracts
Quality audits
Ongoing review of processes & products on the market
Finding the best possible wealth and succession planning solution together with you
You benefit from our many years of experience in the field of Private Placement Life Insurance. We offer you advice and brokerage of legally sound and tax-compliant insurance solutions. We analyse the international markets, recognise changes and can react to those at an early stage. This way we identify, together with you, the ideal solution.
CLEAR – BESPOKE – FLEXIBLE
A comprehensive succession and tax planning tool that ideally complements your existing wealth structure.
We are your truly independent partner for wealth and succession planning. Together with you we structure flexible and effective solutions to ensure long-term protection of your wealth across generations and cross-border.
At the same time our solution offers you tax benefits, a simplified administration and tailored succession planning with a high level of freedom to invest.
ACHIEVING GOALS
Benefit from EEA diversity, through tax recognition in 31 countries
IAB LTD.
Permission for cross-border activity in the EU, Liechtenstein, Iceland, Norway and Switzerland.
MANY COUNTRIES - ONE SOLUTION
GENERATING PROFIT
Our team
Jürgen Fuchs
Managing Director
Daniela Imhof
Senior Client Adviser
Gabriele Manca
Senior Client Adviser
Katharina Schuler
Assistant to the Management
Loris Fumaneri
Business Operations Manager
Tamara Lopez
Business Ooperations
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