Switzerland continues to play a crucial part in preserving institutional wealth on an international scale as well as in the fields of advanced private banking and international finance. In the context of such sophisticated financial environment, PPLI insurance plays an important role in the structuring of ultra-high-net-worth individuals, family offices and global entrepreneurs who need to consolidate their various holdings. The investment tool which is a specific type of variable universal life insurance policy can help investors place various underlying assets, such as private equity, hedge funds, real estate and global equity portfolios. In the case when the policy is issued by reputable Swiss financial intermediary and leading companies, the whole system provides unique service consisting of structured institutional asset management services and legal protection for clients in accordance with international tax rules.
The use of PPLI insurance in Switzerland has some distinct features that are beneficial in the context of asset protection, tax efficiency and succession planning. Moreover, income from investments made in such way is not subject to taxation (no annual dividend tax or income tax) and is accumulated with maximal efficiency in terms of growth of wealth.
Proper structuring of PPLI insurance requires a careful process of examining the regulatory framework, including the regulations related to investor control, rules related to diversification, and international reporting procedures like CRS and FATCA. Wealth management professionals, legal advisors, and tax specialists from Geneva, Zurich, and Lugano work together to ensure that the policies are tailored in compliance with the tax residency of the insured and his heirs. Our forum unites representatives of private banks, estate planners, wealth consultancies, and family office heads working in the Swiss financial industry for discussing investment-linked life insurance policies. We welcome consortium members to share their experience in the field of structuring approaches, discuss changes in international laws, assess the possibilities offered by various carriers, and interact with each other.

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