Planning for your financial security is a critical part of any long-term wealth management strategy, especially in Switzerland where regulations and cross-border financial considerations are complex.
At Private Client Consultancy Switzerland, we offer bespoke insurance and protection solutions designed to secure your wealth and provide peace of mind for you and your loved ones.
Switzerland has a unique system of social security and private insurance, making professional advice essential. From life insurance and critical illness cover to income protection and estate preservation, our team can help you navigate your options and ensure your coverage aligns with your personal circumstances, residency status, and future plans.
We work closely with regulated providers to deliver flexible, high-quality protection products—whether you’re a Swiss national or an expatriate living in Switzerland.