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If we command our wealth, we shall be rich and free.
If our wealth commands us, we are poor indeed.

– Edmund Burke

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If we command our wealth, we shall be rich and free.
If our wealth commands us, we are poor indeed.

– Edmund Burke

About us

We are a company of Swiss tradition focused on optimizing the wealth management of clients with an international vision, using products and cooperations with entities specialized in their areas worldwide. Our individual solutions are tailored to the needs and expectations of our clients.

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What we offer

Corporate Retirement Plans
with Life and Disability Insurance

Corporate Retirement Plans
with Life and Disability Insurance

Insurance
Succesion
Structuring your equity

Multipurpose Savings Investment Plans
Retirement, Education or Specific Purposes

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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.

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Providers

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Dr. Walter insurance
Insurance for foreign visitors in Germany and Europe
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Insurance for au pairs, students and participants of exchange programs
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Investing for the future

Multipurpose Investment & Savings Plans

  • International savings plan
  • Multipurpose savings
  • Contribution and Investment flexibility
  • Security: Legal structure to protect clients
Contact us for more information

Corporate Retirement Plans With Life And Disability Insurance

  • Legal structure according to company’s needs
  •  Combination of Life & Disability Insurance
  • Benefits can be tailored according to employer/ employee needs
  • Online Access for scheme administrator
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International Health & Travel Insurance

  • Health insurance plans for expatriates with worldwide coverage
  • Global travel Insurance for individuals and institutions
Contact us for more information