Tax & Legal Planning
Plan your future
Alpenrose’s objective is to act as a partner in the retirement planning by recommending the best-in-class, most tax-efficient retirement plans to its clients.
We are working with first-class specialists, among them leading Swiss insurance and banking firms, to advise our clients on customized retirement plans.
Estate planning is part of the retirement plan strategy. Working with these specialists, we make sure to advise our clients on the best structures to put in place, to educate their heirs and family members and to map out a strategy that will both reduce taxes and secure the future.
- Hedging strategy for shareholders of technology companiesUsing the derivatives specialists of our partner banks, we set up hedging strategies that protect our clients’ holdings while giving them some [...]Read more