SOLUTIONS FOR AUSTRIA
Your benefits at a glance
Need for tax planning - more income through compound interest effect
No income tax and no capital gains tax during the term
Greatest possible investment freedom (funds, asset management mandates, etc.)
Passing on assets and inheritance planning - Targeted - planned
Additional options
Finding the best possible Private Placement Life Insurance 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.
IN THE LAND OF MOUNTAINS
Additional options
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Flexible succession planning in the event of changing life situations
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Protection of assets against third parties (asset protection)
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Protection of assets against liability claims (asset protection)
ACHIEVING GOALS
​Benefit from EEA diversity
The European Economic Area (EEA) enables residents in Austria to choose from the wide range of solutions on the market. In Europe, topics such as wealth and succession planning are becoming increasingly important. As professional independent insurance broker, we provide access to legally sound and tax-compliant solutions.
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 Operations
