Services for Family Offices and Trusts
to protect and
brokerage accounts can be included
You can move your brokerage and bank accounts under the umbrella of a policy of insurance (PPLI), receiving sanctions protection and asset protection.
High level of confidentiality
A PPLI, unlike a trust, has a higher level of privacy and asset protection, including from sanctions.
With ULIPs and PPLIs, taxation arises only at the end of the policy. In the CIC, income is taxed on an annual basis.
Benefits of insurance solutions
Explore our unique insurance solutions in our brochure.
It provides information on how insurance products can provide privacy and protection from third party claims, including sanctions, optimize taxes and tax base, as well as effectively transfer inheritance and reduce related costs.
Download the brochure and learn how to ensure your client’s financial stability and asset protection.