Life Insurance Wrappers

Life Insurance Wrappers are used to structure the wealth of some of our clients. This may be interesting in terms of financial or succession planning. We work with a regulated insurance intermediary, Gesfin Wealth Solutions Limited, and insurance companies such as Swiss Life, Sogelife and La Mondiale to provide our clients with a solid solution.

The life insurance policy becomes the account holder and as such the structure holds your wealth. Gesfin Limited manages the account that can still be held at the bank of your choice.