Unjustified lawsuits, invented claims, bankruptcy, asset seizure and increasing liabilities risks, any place is becoming a more and more dangerous menace to any wealthy individual. Most of medical doctors in the USA have asset protection instruments in place. They want to be protected in case rapacious US-lawyers invent legal claims targeted at seizing their assets. Sport professionals and CEO's are taking advantage of asset protection tools such as life insurance products. Many governments are looking for new assets located in offshore jurisdictions. The long arm of the US-jurisdiction under the guide of the Obama administration invented the Foreign Account Compliance Act, known as FATCA. This new law will put all banks and financial intermediaries under massive pressure around the globe and force them to act as a representation office of the Internal Revenue Service, the fiscal authority in the USA.

There is an increasing need to legally protect assets earned especially in years of hard work. In today's environment an efficient legal protection from false creditors assisted by aggressive lawyers and forced repatriation will be more and more important. The mission of Caputo & Partners is to give legal protection to wealthy individuals based on a tailor-made selection of efficient asset protection tools. One of them is the Insurance Wrapper.

If the Insurance Wrapper is set up correctly and accurately our clients can benefit from a very efficient asset protection instrument.

Insurance Wrappers are life insurance policies. The assets are maintained in an account in the name of the insurance company. Not only bankable assets can be "wrapped" in the Insurance Wrapper but a wide range of asset classes. The payout of the policy can take place before the death of the life insured beneficiary and the assets can be placed elsewhere, for example, in a trust or family foundation. In order to diversify the risks at least a part of the entire wealth should be invested in an Insurance Wrapper.

The Insurance Wrapper can be tailored according to the needs of the client. Caputo & Partners are pleased to tell you more.

International
Legal & Tax Services

Talstrasse 20
Am Paradeplatz
8001 Zurich
Switzerland

P: +41 44 212 44 04
F: +41 44 212 44 05
enzo.caputo(at)swiss-banking-law.com

enzo.caputo
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Zurich
Baar / Zug
Milan

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