Services

We offer the following services

  • Sovereign wealth for governments
  • Saving and investment planning
  • Initial consultation
  • Financial needs analysis
  • Financial report
  • Recommendation
  • Private wealth management (individual, family, consortium)
  • Help with setting up off-shore bank accounts
  • Off-shore company formation
  • Off-shore trusts
  • Tax structuring
  • Professional review of existing life, health, pension provision
  • Swiss bank accounts
  • Portfolio and fund re-alignment
  • Cross frontier acquisitions
 

Retirement Calculator

Current amount in fund ($):
Annual Contribution ($):
Expected Annual Rate of Return: * %
Years until retirement:
 
* Net of actual market costs and fees.