Swiss Annuities and Life Insurance: Secure Returns, Asset Protection, and Privacy (Wiley Finance) - Tapa dura

Acerca del autor

Marco Gantenbein, TEP, is an international insurance specialist and the Managing Director of Swiss Annuities Consulting Group, Zurich/Switzerland. He has worked for many years as an insurance consultant in both the private and business sectors, and is a member of the Society of Trust and Estate Practitioners (STEP). Gantenbein graduated from Zurich Business School and holds a Swiss Federal Insurance Diploma.

Mario A. Mata, CPA, TEP, is a business and estate planning partner and attorney with Cantey & Hanger, LLP. He has extensive experience in all aspects of business, estate, and tax planning for high-net-worth individuals and families. Mata is a member of the International Tax Planning Association and is Vice-Chair of the Asset Protection Planning Committee of the American Bar Association.

De la contraportada

<p>Switzerland, one of the most attractive countries in the world to invest and to do business in, has attracted foreign investors for decades. The financial services sector, and particularly private banking and insurance, has built a unique international reputation that attracts clients from all over the world. Those who choose to invest with Swiss insurance companies benefit greatly from this financial expertise, where Switzerland's position is second to none. Swiss Annuities and Life Insurance examines the key characteristics of Swiss annuities and life insurance, and explains how the use of these products can help achieve asset protection, growth, and, in some cases, significant tax planning opportunities.</p> <p>This invaluable reference resource is designed as a guide for asset protection lawyers, tax lawyers, estate planners, financial advisors, family offices, and private investors who are particularly interested in diversifying investments outside their home country and like what Switzerland has to offer. Accessible even to those without a legal or financial background, this guide offers clear, in-depth information on the most important issues concerning Swiss annuities and life insurance. The authors detail why Switzerland is the best place to invest, how the Swiss life insurance industry operates and is regulated, and how Swiss insurance brokers are supervised by the government. They explain the many genuine tax advantages for foreign investors, identifying particular insurance products available in Switzerland and Liechtenstein that offer attractive tax benefits that are legal, sound, and compliant with the tax system in the investor's home country&#151;including specific insurance products that offer tax deferral or other tax advantages for U.S. citizens. They also reveal why these products can be a superior alternative to traditional vehicles for asset protection and estate planning such as foundations or trusts.</p> <p>Swiss annuities and life insurance are an excellent alternative investment, particularly for high-net-worth individuals. With this expert guidebook, you too will learn how to safely capitalize on these attractive products.</p> <p>For more information on Swiss annuities, please visit: www.swissannuities.com.</p>