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About us

We are a company of Swiss tradition, with over 20 years of experience in Latin-America helping individual and corporate clients achieve their financial goals. We work with best in class international partners to offer a personal and tailored made solution.






What we offer
Corporate Retirement Plans with Life
and Disability Insurance
Multipurpose Investment
& Savings Plans
International Travel
Health Insurance
Insurance
& Succession Structures
Tools




Retirement Pension Planner Calculator
Do you know what it takes to work towards a secure retirement? Use this calculator to help you create your retirement plan.


Partners






Dr. Walter insurance
Insurance for foreign visitors in Germany and Europe
Insurance for foreign visitors in Germany and Europe


Insurance for au pairs, students and participants of exchange programs