Tax & Legal Planning


Secure your wealth
Alpenrose is working with the leading tax and legal specialists around the world to advise its clients on the best structure to protect their assets. This typically involves setting up one or several companies or trusts and depositing the assets at one of the banks we work with, either in Switzerland or in one of the other jurisdictions where our partner banks have banking centers.

Working with these specialists, Alpenrose has developed a strong expertise in offering asset protection strategies for clients from various industries.

Our clients include public company executives, physicians/surgeons and business vendors close to retirement, all of whom typically don’t know of any potential creditors as of today but simply do not want to worry for their future finances.

In the recent years, Alpenrose has gained a large number of clients who had the right asset protection structures but the wrong manager to invest these assets and protect the capital from bad investments.

Our investment strategy is well suited to achieve the objective of capital protection as we want to achieve positive absolute returns in all circumstances.

For example, we have set up investment portfolios that are 100% capital protected for our most conservative clients.

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