Helping You Protect & Grow Your Nest-Egg
We focus on solutions that combine the cornerstones of adequate wealth management:
BFI - Banking, Financial Planning, Insurance
In pursuit of making your experience of international planning and investing as convenient, effective and safe as possible, we can act as your single point of contact, thereby integrating our services with those of our network partners - all conveniently under one roof.
» Click on image to extend image for more detail
Banking & Asset Allocation Services
We advise our clients on their international investment and diversification needs, and based thereon provide them with our asset allocation services. For many of our clients, our sister company, BFI Wealth Management Inc., manages their personalized investment portfolios. For others, we provide personal guidance and privileged access to suitable private banks and third-party asset managers. To ensure an optimal and safe mode of buying and storing physical precious metals, we founded Global Gold Inc., our Swiss-based Precious Metals Program.
Financial Planning Services
BFI employs a broad variety of planning and wealth preservation services ranging from the setup of trusts, foundations or corporations to the personalized tailoring of private placement life insurance policies. Where required, we involve specialists for legal counsel, estate planning or the formation and administration of legal entities, wills or trusts.
In order to keep our clients informed on the latest developments and trends at all times, we started writing a regular newsletter many years ago. Today, that newsletter, the Mountain Vision Update, is read by thousands of international investors world-wide.
Insurance Planning & Brokerage Services
Our company BFI Consulting Inc. is widely recognized as an expert in insurance-based wealth planning. In many jurisdictions, adequately structured annuities and private placement life insurance policies offer some of the best wealth preservation, asset protection and international diversification features available today. Depending on your domicile, they can also provide for considerable tax benefits.
- Unrestricted and flexible access to global investments
- International currency diversification
- Solid asset protection from creditors and plaintiffs
- Privacy
- Tax benefits
- Compliance with the tax rules of your tax domicile
BFI - Banking, Financial Planning, Insurance
In pursuit of making your experience of international planning and investing as convenient, effective and safe as possible, we can act as your single point of contact, thereby integrating our services with those of our network partners - all conveniently under one roof.
» Click on image to extend image for more detail
Banking & Asset Allocation Services
We advise our clients on their international investment and diversification needs, and based thereon provide them with our asset allocation services. For many of our clients, our sister company, BFI Wealth Management Inc., manages their personalized investment portfolios. For others, we provide personal guidance and privileged access to suitable private banks and third-party asset managers. To ensure an optimal and safe mode of buying and storing physical precious metals, we founded Global Gold Inc., our Swiss-based Precious Metals Program.
Financial Planning Services
BFI employs a broad variety of planning and wealth preservation services ranging from the setup of trusts, foundations or corporations to the personalized tailoring of private placement life insurance policies. Where required, we involve specialists for legal counsel, estate planning or the formation and administration of legal entities, wills or trusts.
In order to keep our clients informed on the latest developments and trends at all times, we started writing a regular newsletter many years ago. Today, that newsletter, the Mountain Vision Update, is read by thousands of international investors world-wide.
Insurance Planning & Brokerage Services
Our company BFI Consulting Inc. is widely recognized as an expert in insurance-based wealth planning. In many jurisdictions, adequately structured annuities and private placement life insurance policies offer some of the best wealth preservation, asset protection and international diversification features available today. Depending on your domicile, they can also provide for considerable tax benefits.
