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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

Luxury At Its Best

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 au pairs, students and participants of exchange programs

Investing for the future