Key Benefits

Wealth protection – Insurance structures that ring-fence and safeguard assets, with dedicated insurance-related advantages.

Tax efficiency – Possibility of deferral and orderly taxation treatment, aligned with the client’s country of residence.

Generational continuity – Beneficiaries, clauses, and contractual governance enabling a smooth transfer of wealth.

Administrative simplification – Consolidated reporting and reduced operational complexity across assets and counterparties.

Investment flexibility – Access, subject to local rules, to funds, dedicated mandates, and institutional solutions aligned with the client’s profile.

Portability & compliance – Structures designed for international families and expats, within the EU best-practice framework.

Note: benefits and mechanisms vary by country of residence and client profile. Implementation is always carried out in coordination with trusted tax and legal advisors.