Insurance Solutions

We support our client-partners and their families by facilitating access to individually designed and privately placed life and pension insurance solutions. Our goal is to preserve the assets and wealth of families.

Life insurance solutions are increasingly used as a structure for wealth protection, tax and estate planning, and/or as a privacy structure. Working with the longest-established life insurance providers, we can add value by connecting you with the best specialists to achieve tailored solutions.

Key Advantages

Through our network of long-standing Swiss insurance partners, we can provide clients with access to life and pension insurance solutions that may complement an overall wealth management strategy.

• These solutions can:

  • Support long-term wealth preservation and succession planning

  • Contribute to asset diversification within a broader financial structure

  • Be tailored in cooperation with experienced insurance specialists to meet
    the specific needs of families and entrepreneurs

KM Nordic Invest AG does not act as an insurance intermediary. We connect our clients with regulated insurance providers and trusted specialists to ensure the highest quality in the selection and implementation of solutions that complement their overall financial planning.

For more information regarding Insurance Solutions please contact us at welcome@nordicinvest.ch
or call +41 44 202 77 77