An increasing need for financial privacy, asset protection, tax optimization, international
diversification and professional Swiss portfolio management
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Utmost privacy – anchored in law and tradition
For utmost privacy and asset protection, the entire world turns to Switzerland. The Swiss constitution assigns paramount priority to protecting the freedom, property and privacy of the individual. This attribute is based on a profound sense of what is right and is the cornerstone of the country’s entire judicial order under its long-established federal constitution. Banking secrecy and client confidentiality is not just a right but also an obligation of the financial institutions and their employees to keep information referring to their clients secret. Any violation is punishable under penal law. These strict laws have also been adopted by Liechtenstein, Switzerland’s closely tied neighbour.
Unique asset protection features
Switzerland and Liechtenstein provide investors, large and small, with excellent investment opportunities with unique asset protection features without the investor having to sacrifice earnings potential or compromise on asset class or flexibility. Wealthy individuals often respond to the threat of financially crippling lawsuits and bankruptcy proceedings by establishing complex and expensive trusts to protect their assets. However, there is an advantageous alternative without the high establishment fees, maintenance costs and complexities of a trust.
In order to benefit from the unique asset protection feature, your investment has to be structured in a specific way. Your investment is protected by law against any debt collection procedures instituted by your creditors.
For utmost privacy and asset protection, the entire world turns to Switzerland. The Swiss constitution assigns paramount priority to protecting the freedom, property and privacy of the individual. This attribute is based on a profound sense of what is right and is the cornerstone of the country’s entire judicial order under its long-established federal constitution. Banking secrecy and client confidentiality is not just a right but also an obligation of the financial institutions and their employees to keep information referring to their clients secret. Any violation is punishable under penal law. These strict laws have also been adopted by Liechtenstein, Switzerland’s closely tied neighbour.
Unique asset protection features
Switzerland and Liechtenstein provide investors, large and small, with excellent investment opportunities with unique asset protection features without the investor having to sacrifice earnings potential or compromise on asset class or flexibility. Wealthy individuals often respond to the threat of financially crippling lawsuits and bankruptcy proceedings by establishing complex and expensive trusts to protect their assets. However, there is an advantageous alternative without the high establishment fees, maintenance costs and complexities of a trust.
In order to benefit from the unique asset protection feature, your investment has to be structured in a specific way. Your investment is protected by law against any debt collection procedures instituted by your creditors.
Even when a foreign
judgment or court order expressly commands the seizure of the investment or its inclusion in the estate in bankruptcy, your
assets may not be seized or included in the estate in bankruptcy. In order for asset protection to be effective, the investment
has to be established at least one year before any proceedings against you begin.
Tax deferral – another benefit
Income tax deferral lets you harness the power of compound growth for your long-term benefit. Specific investment structures qualify in the U.S. and in most other countries as income tax deferred investments and are also not subject to any Swiss or Liechtenstein withholding taxes.
Professional asset management – traditional Swiss quality
With over 30 years of experience, POM acts in the best interests of our clients with unbiased and unrestricted advice and services, specializing in professionally managed investment strategies with unique advantages. POM focuses on different investments than your domestic manager would, leading to greater overall investment diversification and greater resiliency in your portfolio, in an atmosphere of security and confidentiality second to none in the world.
Tax deferral – another benefit
Income tax deferral lets you harness the power of compound growth for your long-term benefit. Specific investment structures qualify in the U.S. and in most other countries as income tax deferred investments and are also not subject to any Swiss or Liechtenstein withholding taxes.
Professional asset management – traditional Swiss quality
With over 30 years of experience, POM acts in the best interests of our clients with unbiased and unrestricted advice and services, specializing in professionally managed investment strategies with unique advantages. POM focuses on different investments than your domestic manager would, leading to greater overall investment diversification and greater resiliency in your portfolio, in an atmosphere of security and confidentiality second to none in the world.
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