Wealth Management Planning Solutions Exclusively for Lawyers
Asset Protection Planning
Members of the Swiss Private Wealth Advisors service team are alumni of some of the best-known asset protection trust companies in the world. We offer clear insight and a distinct level of knowledge and experience to help the most experienced practitioner. Through seminars conducted in the USA and overseas, we also educate lawyers who are new to this exciting and fast-growing field of practice. Learn how we can help you to serve your clients with state-of-the-art asset protection planning solutions.
Family Office Planning
The family office is the next logical extension to family limited partnerships and family LLCs, which have matured as viable estate and business planning devices. While family offices have been around for generations, particularly in Europe, they are less well known in the USA. Learn how we can help you to gain a distinct advantage in the marketplace by offering access to this premium wealth management service.
Captive Insurance Planning
The past ten years have witnessed a revolution in business planning through captive insurance, especially for family-owned businesses. Our service team helps to clear the fog and sharpen your understanding of fundamental concepts and planning ideas, introducing you to the leading captive management firms, actuaries, and reinsurance providers. Among our team members is the author of Amazon’s best-selling treatise on captive insurance planning and whose analysis was recently adopted by the United States Tax Court as the governing legal doctrine on insuring financial risks. Learn how we can help you to obtain the highest quality and best value captive insurance services for your business clients.
Exclusive Service Only for Lawyers
We are not a law firm and we do not furnish legal advice. We only work with law firms seeking to provide the best possible service and solutions to their clients. Working with both inexperienced lawyers as well as several of the leading practitioners in wealth management planning, we offer a unique service-provider’s perspective. We are the only consultancy firm for lawyers to feature a retired managing director of two of the best known international trust firms in the world, as well as the author of Amazon’s #1 selling treatise on captive insurance. Best of all, our services often come at no cost to either the lawyer or the client.