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

Holding Structures

KM Nordic Invest AG works closely with selected Swiss legal and tax specialists to support clients in evaluating and setting up suitable holding structures in Switzerland.

Holding companies may offer advantages under Swiss law, such as preferential treatment for certain types of income and participation relief, depending on individual circumstances. In addition, cantonal frameworks can provide varying tax considerations.

The definition of a holding company under Swiss federal tax law generally applies where an entity either holds at least 20% of the share capital of another company or where the participation has a market value of at least CHF 2 million (referred to as a “participating shareholding”).

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

Taxation planning

KM Nordic Invest AG works together with specialised partners and attorneys to help wealthy individuals, families and businesses benefit from the most efficient tax-saving strategies and solutions.

Tax regulations have become more complex than ever, and the risk of overpaying and double taxation is often a real threat, even within Europe.
According to studies, the most important factor to long-term prosperity – in addition to an excellent investment strategy – is an optimised asset allocation, effectively minimising various tax burdens.

BEYOND-BORDERS

Refined solutions that pass boundaries.

In today’s interconnected world, families and assets are often spread across different countries. The choice of the right structure and the selection of securities in portfolios with optimized strategies is key to ensuring long-term stability of their wealth.

We work together with specialized partners to help clients navigate complex situations and ensure that their wealth management approach remains aligned with their cross-border situation.

WORLD-WISE

The guidance of local experts.

Through our network of experienced local and international specialists, we help coordinate legal and financial expertise in situations where cross-border asset management and succession planning are involved. Our role is to ensure that our clients receive access to qualified advisors while maintaining a clear focus on regulatory compliance and sustainable wealth management.

RELOCATION-OPTIMISATION

Making the right moves,
relocating across borders.

The relocation of wealthy individuals or families can involve complex financial and personal considerations. KM Nordic Invest, together with trusted partners, supports clients in addressing the financial and other aspects of relocation, helping to ensure that their wealth management strategies remain effective in their new country of residence.

SIMPLY-FILE

With services that go beyond.

We gather and provide your individual tax reports from our banking partners and coordinate directly with your tax specialist.

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

Prepared for the unexpected.

The appropriate planning of long-term financial security is increasingly important in today's world. We anticipate your questions, offer answers and create solutions long before they’re needed.

"How do I ensure that all assets are passed on to chosen beneficiaries?"

"How do I create the most tax efficient solutions for transfer of assets and wealth?"

"How do I keep confidentiality to preferred plans, now and in the future?"

"How do I carefully prepare the financial benefits for my spouse, children, next of kin, elected individuals or foundations?"

Many legal issues regarding transfer of assets and taxation questions need to be considered.

Our services for inheritance and estate planning include:

> Long-term financial planning for wealthy families

> Tax efficient inheritance and estate planning solutions

> Securing transfer of wealth, to spouse, children and others

> Transfer of assets to other nominated persons, trusts or charities

> Nominations to beneficiaries

> Executing or passing on Open-End Life Insurance policies to the next generation.

> Establishing of beneficial trusts.

Securing prosperity.

Our services provide cost efficient, legally and fiscally secure solutions to transfer assets and wealth to desired recipients worldwide. Naturally, our client-partners inheritance and estate planning solutions are protected by strict confidentiality.

For more information regarding Inheritance and Trust Services please contact us at welcome@nordicinvest.ch

Or simply call us at +41 44 202 77 77

Change of domicile

As global citizens, with multiple nationalities, we at KM Nordic Invest understand the benefits and challenges that a change of residence can cause.

Selecting the right location

KM Nordic Invest provides support in handling relocation scenarios, covering all aspects where possible. Services may include coordinating with local specialists and ensuring that financial considerations are aligned with the client’s overall wealth management strategy.

"Change of residence” solutions

Wealth often brings mobility and a cosmopolitan lifestyle. Changes in professional activities, employment, or retirement can frequently lead to relocation across borders. We help clients deal with the financial aspects of such changes, especially where they involve adjustments to wealth management structures.

No matter where in the world your assets are, we assist you in finding the best approach and, if required, provide a holistic and up-to-date overview of your total wealth and reporting.

For more information regarding our Change of domicile services please contact us at welcome@nordicinvest.ch or simply call +41 44 202 77 77