14 July 2026, 11:30 AM
For those trying to adjust to the shifting regulatory environment in Europe, it takes advanced solutions that can manage to combine total compliance with stringent asset protection. For wealthy clients and family offices interested in maximizing their asset performance in multiple jurisdictions, traditional holding companies such as simple offshore corporations and independent trusts are under exceptional scrutiny. Wealth managers, lawyers, and tax consultants working in Zurich and Geneva are turning to newly developed products that provide economic protection. In wealth management in Switzerland, PPLI life insurance, an individualized product, can be an effective cross-border investment mechanism. Thanks to Switzerland's excellent banking services and strong financial secrecy, such an arrangement allows global families from various countries to combine various investment vehicles, such as hedge funds, real property, or private equity, into one legally appropriate and regulatory compliant solution.
The main benefits of the asset protection vehicle, however, emerge from its ability to restructure the assets. When the licensed insurer becomes the legal beneficial owner of a particular asset, the policyholder can create a wall against financial risk and secure all assets from any potential creditor claims in the future. In addition, this technique provides significant tax benefits in the form of tax deferral. Interest, dividends, and any realized capital gain are being compounded without the need to report any annual income or tax.
This discussion forum will act as a community platform for individuals involved in wealth planning services in Switzerland such as lawyers, trustees, and investors to review issues related to private insurance solutions and their functionality. The event will be centered on the features of transactions involving investment units, total expense ratio calculations of segregated policies, and utilizing these innovations in succession planning which will comply with local laws on inheritance. Participants are welcome to discuss aspects of the use of trustworthy custodians in Switzerland as well as the occurrences of the latest trends in global taxation compliance that follow from the Common Reporting Standards and wrapping alternative assets.